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 | $1,171,446 | -4.8% | 4,698 | -0.1% | 0.38% | -3.3% |
| Q2 2023 | $1,230,263 | +4.5% | 4,705 | 0.0% | 0.39% | -2.0% |
| Q1 2023 | $1,177,003 | +3.4% | 4,705 | 0.0% | 0.40% | -2.0% |
| Q4 2022 | $1,138,092 | +8.6% | 4,705 | -1.6% | 0.41% | -1.4% |
| Q3 2022 | $1,048,000 | -3.9% | 4,780 | -0.8% | 0.42% | -1.7% |
| Q2 2022 | $1,090,000 | -4.6% | 4,819 | +13.3% | 0.42% | +5.8% |
| Q1 2022 | $1,142,000 | +0.3% | 4,255 | +5.8% | 0.40% | +0.8% |
| Q4 2021 | $1,139,000 | – | 4,022 | – | 0.40% | – |
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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% |