ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,878 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,009,868 | -4.6% | 4,050 | 0.0% | 0.08% | +27.9% |
Q2 2023 | $1,058,994 | -89.0% | 4,050 | -89.5% | 0.06% | -88.8% |
Q1 2023 | $9,643,668 | +92.1% | 38,550 | +85.8% | 0.55% | +64.0% |
Q4 2022 | $5,019,218 | +10.3% | 20,750 | 0.0% | 0.33% | -9.0% |
Q3 2022 | $4,549,000 | -3.1% | 20,750 | 0.0% | 0.37% | +14.7% |
Q2 2022 | $4,694,000 | -15.7% | 20,750 | 0.0% | 0.32% | +3.9% |
Q1 2022 | $5,568,000 | -5.2% | 20,750 | 0.0% | 0.31% | -2.2% |
Q4 2021 | $5,873,000 | +7.6% | 20,750 | 0.0% | 0.31% | +6.1% |
Q3 2021 | $5,458,000 | -60.2% | 20,750 | -59.3% | 0.30% | -58.7% |
Q2 2021 | $13,705,000 | -35.0% | 51,000 | -37.0% | 0.72% | -33.5% |
Q1 2021 | $21,082,000 | +816.6% | 81,000 | +502.9% | 1.08% | +722.9% |
Q1 2017 | $2,300,000 | +3.6% | 13,434 | 0.0% | 0.13% | -29.6% |
Q4 2016 | $2,221,000 | -28.7% | 13,434 | -33.3% | 0.19% | -31.1% |
Q3 2016 | $3,117,000 | +3.6% | 20,150 | 0.0% | 0.27% | -9.4% |
Q2 2016 | $3,010,000 | -77.1% | 20,150 | -77.0% | 0.30% | -54.2% |
Q2 2015 | $13,138,000 | -1.3% | 87,600 | 0.0% | 0.65% | +0.8% |
Q1 2015 | $13,313,000 | +330.8% | 87,600 | +310.5% | 0.65% | +389.4% |
Q4 2014 | $3,090,000 | -78.3% | 21,340 | -81.4% | 0.13% | -83.6% |
Q3 2013 | $14,219,000 | +7.5% | 114,537 | 0.0% | 0.81% | 0.0% |
Q2 2013 | $13,229,000 | – | 114,537 | – | 0.81% | – |
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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% |