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 | $1,847,434 | +19.3% | 7,409 | +25.1% | 0.08% | +21.5% |
| Q2 2023 | $1,548,818 | -13.8% | 5,923 | -17.6% | 0.06% | -15.6% |
| Q1 2023 | $1,797,400 | +134.2% | 7,185 | +126.4% | 0.08% | +120.0% |
| Q4 2022 | $767,517 | -54.7% | 3,173 | -58.9% | 0.04% | -58.8% |
| Q3 2022 | $1,694,000 | -10.6% | 7,725 | -7.7% | 0.08% | +1.2% |
| Q2 2022 | $1,894,000 | -35.4% | 8,371 | -23.4% | 0.08% | -23.6% |
| Q1 2022 | $2,933,000 | -53.5% | 10,929 | -51.0% | 0.11% | -49.3% |
| Q4 2021 | $6,313,000 | +112.0% | 22,302 | +97.0% | 0.22% | +112.7% |
| Q3 2021 | $2,978,000 | +409.9% | 11,321 | +345.7% | 0.10% | +343.5% |
| Q4 2020 | $584,000 | +57.4% | 2,540 | +26.9% | 0.02% | +35.3% |
| Q3 2020 | $371,000 | -90.3% | 2,001 | -92.5% | 0.02% | -91.1% |
| Q1 2020 | $3,819,000 | +322.0% | 26,549 | +503.5% | 0.19% | +562.1% |
| Q4 2019 | $905,000 | +45.5% | 4,399 | +37.3% | 0.03% | +81.2% |
| Q2 2019 | $622,000 | +59.5% | 3,204 | +55.6% | 0.02% | +77.8% |
| Q1 2019 | $390,000 | -93.0% | 2,059 | -93.9% | 0.01% | -92.9% |
| Q4 2018 | $5,597,000 | +2630.2% | 33,707 | +3207.9% | 0.13% | +3050.0% |
| Q3 2018 | $205,000 | -48.0% | 1,019 | -49.7% | 0.00% | -42.9% |
| Q2 2018 | $394,000 | -1.3% | 2,025 | -4.8% | 0.01% | +16.7% |
| Q1 2018 | $399,000 | – | 2,126 | – | 0.01% | – |
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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% |