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 | $292,739 | -8.2% | 1,174 | -3.8% | 0.08% | -2.4% |
| Q2 2023 | $319,006 | +4.5% | 1,220 | 0.0% | 0.08% | -1.2% |
| Q1 2023 | $305,196 | -9.4% | 1,220 | -12.4% | 0.08% | -14.1% |
| Q4 2022 | $336,711 | +178.3% | 1,392 | +151.3% | 0.10% | +147.5% |
| Q3 2022 | $121,000 | +1.7% | 554 | +5.5% | 0.04% | +2.6% |
| Q2 2022 | $119,000 | -5.6% | 525 | +11.9% | 0.04% | -2.5% |
| Q1 2022 | $126,000 | -5.3% | 469 | 0.0% | 0.04% | -7.0% |
| Q4 2021 | $133,000 | +3.1% | 469 | -3.9% | 0.04% | -6.5% |
| Q3 2021 | $129,000 | -5.1% | 488 | -3.2% | 0.05% | -6.1% |
| Q2 2021 | $136,000 | -6.2% | 504 | -9.4% | 0.05% | -10.9% |
| Q1 2021 | $145,000 | -46.9% | 556 | -53.1% | 0.06% | -50.5% |
| Q4 2020 | $273,000 | -7.5% | 1,185 | -25.4% | 0.11% | -18.4% |
| Q3 2020 | $295,000 | -7.8% | 1,588 | -11.5% | 0.14% | -12.3% |
| Q2 2020 | $320,000 | -16.4% | 1,794 | -32.5% | 0.16% | -39.5% |
| Q1 2020 | $383,000 | -46.7% | 2,658 | -23.9% | 0.26% | -45.5% |
| Q4 2019 | $719,000 | – | 3,493 | – | 0.47% | – |
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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% |