ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 48 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $288,249 | +161.8% | 1,156 | +174.6% | 0.22% | +163.9% |
| Q2 2023 | $110,083 | +4.5% | 421 | 0.0% | 0.08% | -3.5% |
| Q1 2023 | $105,317 | +4.9% | 421 | +1.4% | 0.09% | -1.1% |
| Q4 2022 | $100,384 | +10.3% | 415 | 0.0% | 0.09% | +1.2% |
| Q3 2022 | $91,000 | -3.2% | 415 | 0.0% | 0.09% | -1.1% |
| Q2 2022 | $94,000 | -15.3% | 415 | 0.0% | 0.09% | -1.1% |
| Q1 2022 | $111,000 | -5.1% | 415 | 0.0% | 0.09% | -7.4% |
| Q4 2021 | $117,000 | – | 415 | – | 0.10% | – |
Download | ||||||
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% |