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 | $744,307 | -15.1% | 2,985 | -10.9% | 0.59% | -10.7% |
| Q2 2023 | $876,668 | -2.7% | 3,352 | -6.9% | 0.66% | +0.5% |
| Q1 2023 | $901,116 | -29.1% | 3,602 | -31.5% | 0.66% | -33.0% |
| Q4 2022 | $1,271,786 | +136.8% | 5,258 | +114.6% | 0.99% | +102.5% |
| Q3 2022 | $537,000 | -13.4% | 2,450 | -10.6% | 0.49% | -10.0% |
| Q2 2022 | $620,000 | -32.2% | 2,740 | -19.5% | 0.54% | -23.2% |
| Q1 2022 | $914,000 | -2.1% | 3,405 | +3.0% | 0.70% | -2.1% |
| Q4 2021 | $934,000 | – | 3,306 | – | 0.72% | – |
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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% |