ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 754 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.54 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $615,891 | -13.8% | 2,470 | -5.9% | 0.31% | -8.1% |
Q2 2023 | $714,745 | +8.1% | 2,624 | -0.7% | 0.33% | -0.3% |
Q1 2023 | $660,918 | +3.4% | 2,642 | 0.0% | 0.34% | +1.2% |
Q4 2022 | $639,067 | +10.4% | 2,642 | 0.0% | 0.33% | +2.2% |
Q3 2022 | $579,000 | -2.7% | 2,642 | +0.5% | 0.32% | +1.6% |
Q2 2022 | $595,000 | +7.8% | 2,630 | +27.8% | 0.32% | +22.2% |
Q1 2022 | $552,000 | -1.4% | 2,058 | +4.0% | 0.26% | -2.2% |
Q4 2021 | $560,000 | +1.6% | 1,979 | 0.0% | 0.27% | +1.9% |
Q3 2021 | $551,000 | +3.6% | 1,979 | 0.0% | 0.26% | -2.2% |
Q2 2021 | $532,000 | +3.3% | 1,979 | 0.0% | 0.27% | -2.2% |
Q1 2021 | $515,000 | +322.1% | 1,979 | +277.7% | 0.27% | +275.3% |
Q4 2020 | $122,000 | +35.6% | 524 | +8.3% | 0.07% | +23.7% |
Q3 2020 | $90,000 | +2.3% | 484 | +2.8% | 0.06% | +1.7% |
Q2 2020 | $88,000 | +29.4% | 471 | 0.0% | 0.06% | +3.6% |
Q1 2020 | $68,000 | -21.8% | 471 | +8.0% | 0.06% | -1.8% |
Q4 2019 | $87,000 | +17.6% | 436 | +13.8% | 0.06% | +9.6% |
Q3 2019 | $74,000 | +469.2% | 383 | +507.9% | 0.05% | +477.8% |
Q3 2018 | $13,000 | +116.7% | 63 | +70.3% | 0.01% | +125.0% |
Q2 2016 | $6,000 | +20.0% | 37 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $5,000 | – | 37 | – | 0.00% | – |
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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% |