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 | $99,740 | -4.2% | 400 | +0.5% | 0.01% | -6.7% |
Q2 2023 | $104,069 | +67.7% | 398 | +60.5% | 0.02% | +50.0% |
Q1 2023 | $62,040 | +38.6% | 248 | +34.1% | 0.01% | 0.0% |
Q4 2022 | $44,750 | +31.6% | 185 | +20.9% | 0.01% | +11.1% |
Q3 2022 | $34,000 | -2.9% | 153 | 0.0% | 0.01% | +50.0% |
Q2 2022 | $35,000 | -72.0% | 153 | -67.1% | 0.01% | -70.0% |
Q1 2022 | $125,000 | -5.3% | 465 | 0.0% | 0.02% | +25.0% |
Q4 2021 | $132,000 | +8.2% | 465 | 0.0% | 0.02% | -11.1% |
Q3 2021 | $122,000 | -2.4% | 465 | 0.0% | 0.02% | -14.3% |
Q2 2021 | $125,000 | +212.5% | 465 | +203.9% | 0.02% | +162.5% |
Q1 2021 | $40,000 | +14.3% | 153 | 0.0% | 0.01% | -27.3% |
Q4 2020 | $35,000 | – | 153 | – | 0.01% | – |
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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% |