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 | $24,961 | +2.5% | 100 | +7.5% | 0.01% | +16.7% |
Q2 2023 | $24,344 | +4.5% | 93 | 0.0% | 0.01% | -14.3% |
Q1 2023 | $23,287 | -3.8% | 93 | -7.0% | 0.01% | 0.0% |
Q4 2022 | $24,206 | +2320.6% | 100 | +1900.0% | 0.01% | – |
Q3 2022 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
Q2 2022 | $1,000 | 0.0% | 5 | +25.0% | 0.00% | – |
Q1 2022 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – |
Q4 2021 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – |
Q3 2021 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – |
Q2 2021 | $1,000 | -87.5% | 4 | -89.5% | 0.00% | -100.0% |
Q4 2020 | $8,000 | +14.3% | 38 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $7,000 | – | 38 | – | 0.00% | – |
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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% |