ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 48 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $891,492 | -4.6% | 3,575 | 0.0% | 0.23% | -2.5% |
| Q2 2023 | $934,860 | +4.1% | 3,575 | -0.4% | 0.24% | -4.0% |
| Q1 2023 | $898,437 | +3.8% | 3,591 | +0.3% | 0.25% | -5.0% |
| Q4 2022 | $865,930 | +8.9% | 3,580 | -1.3% | 0.26% | -0.8% |
| Q3 2022 | $795,000 | -16.0% | 3,628 | -13.2% | 0.26% | -14.0% |
| Q2 2022 | $946,000 | -22.4% | 4,181 | -7.9% | 0.31% | -17.7% |
| Q1 2022 | $1,219,000 | -0.2% | 4,542 | +5.2% | 0.37% | +0.5% |
| Q4 2021 | $1,222,000 | -12.7% | 4,318 | -18.9% | 0.37% | -25.2% |
| Q3 2021 | $1,400,000 | -3.2% | 5,322 | -1.2% | 0.50% | -7.5% |
| Q2 2021 | $1,447,000 | +3.7% | 5,384 | +0.5% | 0.54% | -11.0% |
| Q1 2021 | $1,395,000 | – | 5,358 | – | 0.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |