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 | $52,057,298 | -4.6% | 208,772 | -0.0% | 0.14% | -4.2% |
| Q2 2023 | $54,590,000 | +4.4% | 208,773 | -0.1% | 0.14% | -7.7% |
| Q1 2023 | $52,267,000 | +3.4% | 208,934 | +0.0% | 0.16% | +18.3% |
| Q4 2022 | $50,532,000 | +10.3% | 208,904 | 0.0% | 0.13% | -10.3% |
| Q3 2022 | $45,804,000 | -3.1% | 208,904 | 0.0% | 0.15% | +29.2% |
| Q2 2022 | $47,260,000 | -15.7% | 208,904 | +0.0% | 0.11% | +18.9% |
| Q1 2022 | $56,041,000 | -5.3% | 208,842 | -0.1% | 0.10% | +14.5% |
| Q4 2021 | $59,198,000 | +8.8% | 209,122 | +1.1% | 0.08% | -13.5% |
| Q3 2021 | $54,430,000 | 0.0% | 206,903 | +2.2% | 0.10% | -4.0% |
| Q2 2021 | $54,430,000 | +0.0% | 202,545 | -3.1% | 0.10% | -6.5% |
| Q1 2021 | $54,424,000 | +26.5% | 209,098 | +11.7% | 0.11% | +17.6% |
| Q4 2020 | $43,028,000 | +21096.1% | 187,217 | +17364.3% | 0.09% | +9000.0% |
| Q1 2019 | $203,000 | -61.7% | 1,072 | -72.3% | 0.00% | -50.0% |
| Q3 2014 | $530,000 | -3.8% | 3,864 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $551,000 | -65.9% | 3,864 | -67.2% | 0.00% | -71.4% |
| Q1 2014 | $1,615,000 | +136.8% | 11,781 | +130.6% | 0.01% | +133.3% |
| Q4 2013 | $682,000 | +7.9% | 5,108 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $632,000 | – | 5,108 | – | 0.00% | – |
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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% |