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 | $381,871 | -14.9% | 1,531 | -10.8% | 0.12% | -7.6% |
| Q2 2023 | $448,821 | +4.6% | 1,716 | 0.0% | 0.13% | +0.8% |
| Q1 2023 | $429,208 | +3.5% | 1,716 | +0.1% | 0.13% | -0.8% |
| Q4 2022 | $414,788 | +9.7% | 1,715 | -0.4% | 0.13% | -1.5% |
| Q3 2022 | $378,000 | +3.0% | 1,722 | +6.2% | 0.13% | +3.9% |
| Q2 2022 | $367,000 | -16.0% | 1,621 | -0.4% | 0.13% | -3.7% |
| Q1 2022 | $437,000 | -9.5% | 1,627 | -4.7% | 0.13% | -8.8% |
| Q4 2021 | $483,000 | – | 1,708 | – | 0.15% | – |
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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% |