ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,378 filers reported holding ISHARES TR in Q3 2020. 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 | $2,573,790 | -5.0% | 10,322 | -0.3% | 0.86% | +4.9% |
| Q2 2023 | $2,708,149 | +2.0% | 10,357 | -2.4% | 0.82% | -1.2% |
| Q1 2023 | $2,655,949 | +0.9% | 10,617 | -2.5% | 0.83% | 0.0% |
| Q4 2022 | $2,632,973 | +0.2% | 10,885 | -9.2% | 0.83% | -3.6% |
| Q3 2022 | $2,629,000 | -5.0% | 11,990 | -1.9% | 0.86% | -4.7% |
| Q2 2022 | $2,766,000 | -18.6% | 12,226 | -3.4% | 0.90% | -5.7% |
| Q1 2022 | $3,397,000 | -3.1% | 12,661 | +2.2% | 0.96% | +7.2% |
| Q4 2021 | $3,506,000 | +7.2% | 12,385 | -0.4% | 0.89% | -2.3% |
| Q3 2021 | $3,272,000 | -1.9% | 12,437 | +0.2% | 0.91% | -0.2% |
| Q2 2021 | $3,337,000 | +0.4% | 12,418 | -2.8% | 0.92% | -2.2% |
| Q1 2021 | $3,325,000 | +13.1% | 12,773 | -0.1% | 0.94% | +9.8% |
| Q4 2020 | $2,940,000 | +1.5% | 12,789 | -18.2% | 0.85% | -7.0% |
| Q3 2020 | $2,896,000 | +4.0% | 15,625 | -0.2% | 0.92% | -0.2% |
| Q2 2020 | $2,785,000 | +42.5% | 15,662 | +15.2% | 0.92% | +18.4% |
| Q1 2020 | $1,955,000 | -25.8% | 13,592 | -0.3% | 0.78% | -8.2% |
| Q3 2019 | $2,634,000 | -0.4% | 13,633 | +0.2% | 0.84% | +1.0% |
| Q2 2019 | $2,644,000 | +4.0% | 13,612 | +1.4% | 0.84% | +0.5% |
| Q1 2019 | $2,543,000 | +11.7% | 13,429 | -2.0% | 0.83% | -0.7% |
| Q4 2018 | $2,276,000 | -18.7% | 13,706 | -1.4% | 0.84% | -1.8% |
| Q3 2018 | $2,799,000 | – | 13,903 | – | 0.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 748,496 | $108,824,000 | 42.63% |
| Pachira Investments Inc. | 46,774 | $6,729,000 | 27.00% |
| Leonard Rickey Investment Advisors P.L.L.C. | 228,867 | $32,925,000 | 25.54% |
| HBC Financial Services, PLLC | 150,155 | $20,335,000 | 23.05% |
| Affiance Financial, LLC | 179,372 | $25,804,000 | 17.79% |
| Lee Financial Co | 365,578 | $52,592,000 | 17.45% |
| Millburn Ridgefield Corp | 2,025,674 | $291,413,000 | 17.42% |
| Independent Order of Foresters | 101,500 | $14,602,000 | 17.16% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,694 | $44,984,000 | 16.72% |
| LVZ, Inc. | 457,036 | $65,749,000 | 16.06% |