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 | $36,893 | -29.2% | 147,958 | -25.8% | 0.14% | -32.4% |
| Q2 2023 | $52,136 | -17.9% | 199,390 | -21.7% | 0.21% | -28.4% |
| Q1 2023 | $63,529 | +61.2% | 254,662 | +56.3% | 0.29% | +46.7% |
| Q4 2022 | $39,408 | -99.9% | 162,918 | -6.3% | 0.20% | -12.8% |
| Q3 2022 | $38,130,000 | +33.7% | 173,900 | +38.0% | 0.23% | +29.1% |
| Q2 2022 | $28,513,000 | -17.4% | 126,036 | -2.0% | 0.18% | -13.8% |
| Q1 2022 | $34,521,000 | +169.4% | 128,648 | +184.2% | 0.20% | +157.0% |
| Q4 2021 | $12,815,000 | +10.2% | 45,271 | +2.4% | 0.08% | -2.5% |
| Q3 2021 | $11,628,000 | +161.1% | 44,201 | +166.7% | 0.08% | +138.2% |
| Q2 2021 | $4,453,000 | +4.6% | 16,571 | +1.3% | 0.03% | -12.8% |
| Q1 2021 | $4,257,000 | +61.8% | 16,355 | +42.9% | 0.04% | +18.2% |
| Q4 2020 | $2,631,000 | +17.1% | 11,449 | -5.5% | 0.03% | -2.9% |
| Q3 2020 | $2,246,000 | +29.4% | 12,119 | +24.1% | 0.03% | +6.2% |
| Q2 2020 | $1,736,000 | +30.3% | 9,765 | +5.5% | 0.03% | +10.3% |
| Q1 2020 | $1,332,000 | -34.2% | 9,258 | -5.9% | 0.03% | -27.5% |
| Q4 2019 | $2,025,000 | +23.9% | 9,838 | +16.2% | 0.04% | +5.3% |
| Q3 2019 | $1,635,000 | +9.8% | 8,464 | +10.5% | 0.04% | -2.6% |
| Q2 2019 | $1,489,000 | -37.0% | 7,663 | -42.0% | 0.04% | -23.5% |
| Q1 2019 | $2,362,000 | – | 13,216 | – | 0.05% | – |
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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% |