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 | $1,685,855 | -4.6% | 6,761 | 0.0% | 0.18% | -2.2% |
| Q2 2023 | $1,767,866 | +22.7% | 6,761 | +17.4% | 0.18% | +16.9% |
| Q1 2023 | $1,440,671 | +103322.2% | 5,759 | 0.0% | 0.15% | -2.5% |
| Q4 2022 | $1,393 | -99.9% | 5,759 | -4.0% | 0.16% | -5.4% |
| Q3 2022 | $1,315,000 | -3.0% | 5,997 | +0.1% | 0.17% | -4.0% |
| Q2 2022 | $1,356,000 | +683.8% | 5,992 | +557.0% | 0.17% | +521.4% |
| Q1 2019 | $173,000 | +39.5% | 912 | +21.8% | 0.03% | +75.0% |
| Q4 2018 | $124,000 | -58.8% | 749 | -50.0% | 0.02% | -64.4% |
| Q3 2018 | $301,000 | -39.9% | 1,498 | -41.8% | 0.04% | -35.7% |
| Q2 2018 | $501,000 | +24.0% | 2,573 | +19.4% | 0.07% | +20.7% |
| Q1 2018 | $404,000 | -19.0% | 2,155 | -18.0% | 0.06% | -20.5% |
| Q4 2017 | $499,000 | -1.8% | 2,629 | -7.4% | 0.07% | -9.9% |
| Q3 2017 | $508,000 | +25.4% | 2,839 | +21.8% | 0.08% | -6.9% |
| Q2 2017 | $405,000 | +10.4% | 2,330 | +8.8% | 0.09% | +10.1% |
| Q1 2017 | $367,000 | -19.5% | 2,141 | -22.4% | 0.08% | -23.3% |
| Q4 2016 | $456,000 | +14.0% | 2,760 | +6.7% | 0.10% | +7.3% |
| Q3 2016 | $400,000 | -7.6% | 2,586 | -10.9% | 0.10% | -14.3% |
| Q2 2016 | $433,000 | +10.2% | 2,901 | +6.3% | 0.11% | +9.8% |
| Q1 2016 | $393,000 | +3.4% | 2,728 | 0.0% | 0.10% | +22.9% |
| Q4 2015 | $380,000 | +2.7% | 2,728 | +0.7% | 0.08% | -15.3% |
| Q3 2015 | $370,000 | -8.9% | 2,708 | 0.0% | 0.10% | -1.0% |
| Q2 2015 | $406,000 | -15.6% | 2,708 | -14.4% | 0.10% | -14.7% |
| Q1 2015 | $481,000 | +153.2% | 3,162 | +140.5% | 0.12% | +132.0% |
| Q4 2014 | $190,000 | +5.6% | 1,315 | 0.0% | 0.05% | -10.7% |
| Q3 2014 | $180,000 | -4.3% | 1,315 | 0.0% | 0.06% | +47.4% |
| Q2 2014 | $188,000 | +2.7% | 1,315 | -1.1% | 0.04% | -2.6% |
| Q1 2014 | $183,000 | – | 1,330 | – | 0.04% | – |
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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% |