ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,615 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,965,164 | -4.0% | 15,902 | +0.7% | 0.12% | +11.3% |
| Q2 2023 | $4,129,292 | +4.5% | 15,792 | 0.0% | 0.11% | +1.0% |
| Q1 2023 | $3,950,527 | +2.1% | 15,792 | -1.3% | 0.10% | -2.8% |
| Q4 2022 | $3,868,305 | +10.3% | 15,992 | 0.0% | 0.11% | +2.9% |
| Q3 2022 | $3,506,000 | +0.2% | 15,992 | +3.4% | 0.10% | +25.0% |
| Q2 2022 | $3,499,000 | -16.2% | 15,465 | -0.6% | 0.08% | +2.4% |
| Q1 2022 | $4,177,000 | +0.5% | 15,565 | +6.0% | 0.08% | +6.5% |
| Q4 2021 | $4,156,000 | -0.6% | 14,680 | -7.7% | 0.08% | -10.5% |
| Q3 2021 | $4,183,000 | -2.1% | 15,900 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $4,273,000 | +13.5% | 15,900 | +9.9% | 0.09% | +6.1% |
| Q1 2021 | $3,766,000 | -15.4% | 14,470 | -25.3% | 0.08% | -18.8% |
| Q4 2020 | $4,451,000 | +20.6% | 19,365 | -2.8% | 0.10% | +12.2% |
| Q3 2020 | $3,692,000 | -4.4% | 19,925 | -8.3% | 0.09% | -9.1% |
| Q2 2020 | $3,863,000 | +23.6% | 21,725 | 0.0% | 0.10% | +12.5% |
| Q1 2020 | $3,125,000 | -16.4% | 21,725 | +19.6% | 0.09% | +6.0% |
| Q4 2019 | $3,738,000 | +6.5% | 18,160 | 0.0% | 0.08% | +3.8% |
| Q3 2019 | $3,509,000 | -0.5% | 18,160 | 0.0% | 0.08% | -2.4% |
| Q2 2019 | $3,528,000 | +2.6% | 18,160 | 0.0% | 0.08% | 0.0% |
| Q1 2019 | $3,440,000 | +14.1% | 18,160 | 0.0% | 0.08% | +1.2% |
| Q4 2018 | $3,016,000 | – | 18,160 | – | 0.08% | – |
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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% |