ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,127 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $278,263 | -3.7% | 4,755 | 0.0% | 0.13% | -8.0% |
Q1 2024 | $288,819 | +1.6% | 4,755 | +363.5% | 0.14% | -8.6% |
Q4 2023 | $284,356 | -44.6% | 1,026 | -50.1% | 0.15% | -49.0% |
Q3 2023 | $512,913 | +106.3% | 2,057 | +116.3% | 0.30% | +112.9% |
Q2 2023 | $248,667 | +4.5% | 951 | 0.0% | 0.14% | -1.4% |
Q1 2023 | $237,902 | +3.4% | 951 | 0.0% | 0.14% | +1.4% |
Q4 2022 | $230,037 | – | 951 | – | 0.14% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hefren-Tillotson, Inc. | 808,003 | $149,731,000 | 49.04% |
Leonard Rickey Investment Advisors P.L.L.C. | 252,796 | $46,846,000 | 29.31% |
HBC Financial Services, PLLC | 158,889 | $33,035,000 | 27.85% |
LVZ, Inc. | 497,718 | $92,232,000 | 19.00% |
FFT WEALTH MANAGEMENT LLC | 234,858 | $43,522,000 | 18.70% |
New England Professional Planning Group Inc. | 110,033 | $22,260,000 | 17.72% |
Millburn Ridgefield Corp | 1,257,730 | $233,070,000 | 17.30% |
Independence Wealth Advisors, Inc. | 35,380 | $6,556,000 | 16.92% |
ARKANSAS FINANCIAL GROUP, INC. | 308,888 | $57,240,000 | 16.83% |
TRUEFG, LLC | 119,419 | $22,130,000 | 15.39% |