ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 48 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $255,827 | -4.6% | 1,026 | 0.0% | 0.06% | +1.8% |
| Q2 2023 | $268,261 | +17.1% | 1,026 | +12.0% | 0.06% | +11.8% |
| Q1 2023 | $229,140 | +8.6% | 916 | +23.0% | 0.05% | +24.4% |
| Q4 2021 | $211,000 | +1.0% | 745 | -6.3% | 0.04% | -6.8% |
| Q3 2021 | $209,000 | -2.3% | 795 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $214,000 | +3.4% | 795 | 0.0% | 0.04% | -2.2% |
| Q1 2021 | $207,000 | – | 795 | – | 0.04% | – |
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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% |