ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,127 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,009,996 | +22.4% | 49,515 | +14.0% | 0.72% | +0.6% |
| Q1 2024 | $2,458,242 | -3.4% | 43,447 | +364.8% | 0.72% | -9.2% |
| Q4 2023 | $2,544,058 | +0.4% | 9,348 | -7.6% | 0.79% | -0.5% |
| Q3 2023 | $2,533,825 | +28.8% | 10,115 | +37.2% | 0.80% | +29.5% |
| Q2 2023 | $1,967,693 | +49.6% | 7,374 | +38.3% | 0.61% | +35.2% |
| Q1 2023 | $1,315,618 | +15.1% | 5,332 | +16.9% | 0.45% | +7.8% |
| Q4 2022 | $1,142,758 | +31.5% | 4,563 | +19.5% | 0.42% | +16.3% |
| Q3 2022 | $869,000 | +144.1% | 3,819 | +148.8% | 0.36% | +86.6% |
| Q2 2022 | $356,000 | +67.1% | 1,535 | +93.6% | 0.19% | +104.2% |
| Q1 2022 | $213,000 | – | 793 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 808,003 | $149,731,000 | 49.04% |
| Leonard Rickey Investment Advisors P.L.L.C. | 252,796 | $46,846,000 | 29.31% |
| HBC Financial Services, PLLC | 158,889 | $33,035,000 | 27.85% |
| LVZ, Inc. | 497,718 | $92,232,000 | 19.00% |
| FFT WEALTH MANAGEMENT LLC | 234,858 | $43,522,000 | 18.70% |
| New England Professional Planning Group Inc. | 110,033 | $22,260,000 | 17.72% |
| Millburn Ridgefield Corp | 1,257,730 | $233,070,000 | 17.30% |
| Independence Wealth Advisors, Inc. | 35,380 | $6,556,000 | 16.92% |
| ARKANSAS FINANCIAL GROUP, INC. | 308,888 | $57,240,000 | 16.83% |
| TRUEFG, LLC | 119,419 | $22,130,000 | 15.39% |