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 | $9,279,062 | +313.3% | 37,213 | +333.4% | 3.70% | +293.6% |
| Q2 2023 | $2,245,067 | +15.1% | 8,586 | +10.1% | 0.94% | +17.6% |
| Q1 2023 | $1,951,245 | +10.2% | 7,800 | +6.6% | 0.80% | +13.0% |
| Q4 2022 | $1,770,210 | +12.1% | 7,318 | +1.6% | 0.71% | -18.8% |
| Q3 2022 | $1,579,414 | +26.4% | 7,203 | +30.4% | 0.87% | +25.3% |
| Q2 2022 | $1,249,973 | -18.1% | 5,525 | -2.9% | 0.70% | +3.1% |
| Q1 2022 | $1,527,009 | +8.4% | 5,691 | +14.4% | 0.68% | +26.4% |
| Q4 2021 | $1,408,606 | – | 4,976 | – | 0.53% | – |
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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% |