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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $333 | +4.4% | 1,274 | 0.0% | 0.08% | +10.7% |
| Q1 2023 | $319 | +1.9% | 1,274 | -1.4% | 0.08% | -21.1% |
| Q4 2022 | $313 | -99.9% | 1,292 | +1.7% | 0.10% | +15.9% |
| Q3 2022 | $279,000 | -3.8% | 1,271 | -0.7% | 0.08% | +7.9% |
| Q2 2022 | $290,000 | -7.9% | 1,280 | +0.6% | 0.08% | +2.7% |
| Q1 2022 | $315,000 | -11.5% | 1,272 | +1.3% | 0.07% | -7.5% |
| Q4 2021 | $356,000 | +5.3% | 1,256 | -2.3% | 0.08% | -15.8% |
| Q3 2021 | $338,000 | +1.5% | 1,286 | +0.5% | 0.10% | -38.7% |
| Q2 2021 | $333,000 | 0.0% | 1,279 | 0.0% | 0.16% | +5.4% |
| Q1 2021 | $333,000 | +13.3% | 1,279 | 0.0% | 0.15% | +5.8% |
| Q4 2020 | $294,000 | – | 1,279 | – | 0.14% | – |
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% |