ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $917,659 | -49.2% | 3,680 | -46.8% | 0.56% | -50.0% |
| Q2 2023 | $1,807,403 | +14.4% | 6,912 | +9.5% | 1.13% | -0.4% |
| Q1 2023 | $1,579,780 | +70.5% | 6,315 | +64.8% | 1.13% | +49.5% |
| Q4 2022 | $926,754 | +13.2% | 3,831 | +2.5% | 0.76% | +6.9% |
| Q3 2022 | $819,000 | -0.7% | 3,737 | +2.5% | 0.71% | -0.3% |
| Q2 2022 | $825,000 | -3.6% | 3,645 | +1.5% | 0.71% | +4.9% |
| Q1 2022 | $856,000 | -1.6% | 3,592 | +16.9% | 0.68% | +9.9% |
| Q4 2021 | $870,000 | +5.7% | 3,073 | -1.8% | 0.62% | -2.1% |
| Q3 2021 | $823,000 | +6.1% | 3,128 | +8.4% | 0.63% | +6.6% |
| Q2 2021 | $776,000 | +3.6% | 2,886 | +0.3% | 0.59% | -9.1% |
| Q1 2021 | $749,000 | +18.9% | 2,876 | +4.9% | 0.65% | +5.9% |
| Q4 2020 | $630,000 | – | 2,741 | – | 0.61% | – |
Download | ||||||
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% |