ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,759,178 | +0.3% | 43,147 | +5.1% | 0.14% | +3.0% |
| Q2 2023 | $10,730,567 | +0.4% | 41,038 | -4.0% | 0.14% | -5.6% |
| Q1 2023 | $10,692,560 | +18.3% | 42,743 | +14.4% | 0.14% | +13.5% |
| Q4 2022 | $9,037,154 | +24.9% | 37,361 | +13.2% | 0.13% | +8.6% |
| Q3 2022 | $7,235,000 | +31.4% | 32,999 | +35.6% | 0.12% | +38.1% |
| Q2 2022 | $5,506,000 | -29.5% | 24,339 | -16.3% | 0.08% | -22.2% |
| Q1 2022 | $7,808,000 | +0.4% | 29,096 | +5.9% | 0.11% | -0.9% |
| Q4 2021 | $7,779,000 | +25.2% | 27,481 | +16.3% | 0.11% | +11.2% |
| Q3 2021 | $6,214,000 | +3.0% | 23,623 | +5.3% | 0.10% | 0.0% |
| Q2 2021 | $6,031,000 | +18.0% | 22,443 | +14.3% | 0.10% | +7.7% |
| Q1 2021 | $5,112,000 | +18.5% | 19,642 | +4.6% | 0.09% | +13.8% |
| Q4 2020 | $4,313,000 | +40.8% | 18,770 | +13.5% | 0.08% | +29.0% |
| Q3 2020 | $3,063,000 | +46.6% | 16,531 | +40.7% | 0.06% | +34.8% |
| Q2 2020 | $2,090,000 | +101.9% | 11,753 | +63.3% | 0.05% | +84.0% |
| Q1 2020 | $1,035,000 | -30.3% | 7,197 | -0.3% | 0.02% | -10.7% |
| Q4 2019 | $1,486,000 | +245.6% | 7,222 | +224.6% | 0.03% | +211.1% |
| Q3 2019 | $430,000 | – | 2,225 | – | 0.01% | – |
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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% |