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 | $1,039,337 | -4.6% | 4,168 | 0.0% | 0.12% | +4.4% |
| Q2 2023 | $1,089,898 | +4.5% | 4,168 | 0.0% | 0.11% | +1.8% |
| Q1 2023 | $1,042,695 | +3.4% | 4,168 | 0.0% | 0.11% | -11.2% |
| Q4 2022 | $1,008,200 | +203.7% | 4,168 | +175.8% | 0.12% | +197.6% |
| Q3 2022 | $332,000 | -2.9% | 1,511 | 0.0% | 0.04% | +5.0% |
| Q2 2022 | $342,000 | -15.6% | 1,511 | 0.0% | 0.04% | +11.1% |
| Q1 2022 | $405,000 | -4.9% | 1,511 | +0.5% | 0.04% | +9.1% |
| Q4 2021 | $426,000 | +8.4% | 1,504 | +0.5% | 0.03% | -5.7% |
| Q3 2021 | $393,000 | -2.2% | 1,496 | 0.0% | 0.04% | -5.4% |
| Q2 2021 | $402,000 | +3.3% | 1,496 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $389,000 | +13.1% | 1,496 | 0.0% | 0.04% | +2.8% |
| Q4 2020 | $344,000 | +16.6% | 1,496 | -6.3% | 0.04% | +2.9% |
| Q3 2020 | $295,000 | +10.9% | 1,596 | +6.7% | 0.04% | -2.8% |
| Q2 2020 | $266,000 | +23.7% | 1,496 | 0.0% | 0.04% | +12.5% |
| Q1 2020 | $215,000 | -54.5% | 1,496 | -34.9% | 0.03% | -39.6% |
| Q4 2019 | $473,000 | +20.1% | 2,298 | +12.9% | 0.05% | +10.4% |
| Q3 2019 | $394,000 | -25.5% | 2,036 | -25.2% | 0.05% | -27.3% |
| Q2 2019 | $529,000 | +79.3% | 2,723 | +74.8% | 0.07% | +65.0% |
| Q1 2019 | $295,000 | 0.0% | 1,558 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $295,000 | 0.0% | 1,558 | 0.0% | 0.04% | 0.0% |
| Q3 2018 | $295,000 | -98.8% | 1,558 | -99.1% | 0.04% | -98.7% |
| Q2 2014 | $23,725,000 | +5.1% | 165,817 | +1.0% | 3.18% | -4.9% |
| Q1 2014 | $22,564,000 | – | 164,136 | – | 3.34% | – |
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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% |