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 | $1,101,628 | -5.5% | 4,418 | -0.9% | 0.69% | -6.1% |
| Q2 2023 | $1,165,155 | +9.2% | 4,456 | +4.5% | 0.73% | -1.7% |
| Q1 2023 | $1,066,932 | +8.8% | 4,265 | +6.6% | 0.74% | -8.9% |
| Q4 2022 | $980,380 | +6.7% | 4,000 | 0.0% | 0.82% | +1.2% |
| Q3 2022 | $919,000 | -8.2% | 4,000 | -20.0% | 0.81% | -7.7% |
| Q2 2022 | $1,001,000 | -25.9% | 5,000 | 0.0% | 0.88% | -9.1% |
| Q1 2022 | $1,351,000 | -2.8% | 5,000 | 0.0% | 0.96% | +0.9% |
| Q4 2021 | $1,390,000 | +7.5% | 5,000 | +1.8% | 0.95% | -0.4% |
| Q3 2021 | $1,293,000 | -5.1% | 4,914 | -3.1% | 0.96% | +0.9% |
| Q2 2021 | $1,362,000 | -3.0% | 5,070 | -4.7% | 0.95% | -9.4% |
| Q1 2021 | $1,404,000 | +4.2% | 5,321 | -4.4% | 1.05% | -0.7% |
| Q4 2020 | $1,347,000 | – | 5,567 | – | 1.06% | – |
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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% |