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 | $9,826,238 | -8.4% | 40,114 | +1.4% | 7.03% | -6.6% |
| Q2 2023 | $10,727,356 | +20.1% | 39,576 | +8.2% | 7.52% | +10.5% |
| Q1 2023 | $8,932,320 | -6.5% | 36,572 | +0.7% | 6.81% | -7.5% |
| Q4 2022 | $9,554,343 | +25.9% | 36,312 | +4.9% | 7.36% | +11.0% |
| Q3 2022 | $7,589,000 | -1.6% | 34,612 | +3.1% | 6.63% | +5.2% |
| Q2 2022 | $7,715,000 | -7.1% | 33,563 | +1.6% | 6.30% | -3.5% |
| Q1 2022 | $8,306,000 | -2.7% | 33,019 | +4.0% | 6.53% | +1.5% |
| Q4 2021 | $8,534,000 | – | 31,748 | – | 6.44% | – |
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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% |