ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,908 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,476,328 | +0.4% | 9,931 | +5.3% | 1.05% | +4.3% |
Q2 2023 | $2,466,314 | +10.4% | 9,432 | +5.6% | 1.01% | +3.4% |
Q1 2023 | $2,233,483 | +1.1% | 8,928 | -2.3% | 0.98% | -4.6% |
Q4 2022 | $2,210,177 | +8.4% | 9,137 | -1.7% | 1.02% | -2.8% |
Q3 2022 | $2,038,899 | +10.0% | 9,299 | +13.5% | 1.05% | +13.5% |
Q2 2022 | $1,853,050 | -14.8% | 8,191 | +1.1% | 0.93% | -1.3% |
Q1 2022 | $2,174,091 | -4.5% | 8,102 | +0.7% | 0.94% | +2.5% |
Q4 2021 | $2,277,662 | – | 8,046 | – | 0.92% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |