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 | $266,454 | -6.1% | 1,083 | -0.7% | 0.16% | -4.7% |
| Q2 2023 | $283,620 | +3.9% | 1,091 | 0.0% | 0.17% | +3.0% |
| Q1 2023 | $272,891 | -3.1% | 1,091 | -6.4% | 0.16% | -14.1% |
| Q4 2022 | $281,683 | -13.9% | 1,165 | -21.9% | 0.19% | -29.2% |
| Q3 2022 | $327,000 | -15.3% | 1,491 | -12.6% | 0.27% | -17.9% |
| Q2 2022 | $386,000 | -7.2% | 1,706 | +8.0% | 0.33% | -10.8% |
| Q1 2022 | $416,000 | +1.7% | 1,579 | +9.4% | 0.37% | -6.6% |
| Q4 2021 | $409,000 | – | 1,443 | – | 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% |