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 | $510,371 | -5.3% | 2,047 | -0.7% | 0.12% | -2.5% |
Q2 2023 | $538,859 | +4.3% | 2,061 | -0.2% | 0.12% | -0.8% |
Q1 2023 | $516,506 | +3.4% | 2,065 | -0.5% | 0.12% | -30.9% |
Q4 2022 | $499,432 | +7.4% | 2,075 | -2.1% | 0.18% | -4.4% |
Q3 2022 | $465,000 | -12.3% | 2,120 | -0.5% | 0.18% | +1.7% |
Q2 2022 | $530,000 | -10.9% | 2,130 | -3.9% | 0.18% | +1.1% |
Q1 2022 | $595,000 | -19.8% | 2,217 | -15.4% | 0.18% | -18.7% |
Q4 2021 | $742,000 | +2.2% | 2,620 | +3.6% | 0.22% | +0.9% |
Q3 2021 | $726,000 | +7.4% | 2,529 | +0.6% | 0.22% | +2.4% |
Q2 2021 | $676,000 | +12.1% | 2,515 | +13.3% | 0.21% | +11.0% |
Q1 2021 | $603,000 | +16.0% | 2,219 | -1.9% | 0.19% | -3.0% |
Q4 2020 | $520,000 | – | 2,261 | – | 0.20% | – |
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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% |