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 | $18,955,197 | -4.0% | 76,018 | +0.7% | 1.75% | -4.9% |
| Q2 2023 | $19,737,801 | +5.0% | 75,485 | +0.5% | 1.84% | -2.3% |
| Q1 2023 | $18,792,856 | +3.6% | 75,123 | +0.2% | 1.88% | -2.6% |
| Q4 2022 | $18,135,716 | +10.4% | 74,975 | +0.1% | 1.94% | +6.0% |
| Q3 2022 | $16,427,000 | +17.9% | 74,921 | +21.7% | 1.83% | +24.3% |
| Q2 2022 | $13,928,000 | -17.2% | 61,564 | -1.8% | 1.47% | -1.1% |
| Q1 2022 | $16,817,000 | -4.3% | 62,672 | +0.9% | 1.48% | +6.6% |
| Q4 2021 | $17,581,000 | +8.7% | 62,107 | +1.1% | 1.39% | -0.1% |
| Q3 2021 | $16,168,000 | -0.8% | 61,459 | +1.3% | 1.39% | +0.4% |
| Q2 2021 | $16,300,000 | -1.2% | 60,657 | -0.3% | 1.39% | -2.8% |
| Q1 2021 | $16,504,000 | +13.2% | 60,819 | -4.1% | 1.43% | +3.0% |
| Q4 2020 | $14,576,000 | +24.0% | 63,422 | -0.0% | 1.39% | +8.8% |
| Q3 2020 | $11,753,000 | – | 63,424 | – | 1.28% | – |
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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% |