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 | $5,180,378 | -8.3% | 20,776 | -3.9% | 0.16% | -7.0% |
Q2 2023 | $5,651,746 | -4.0% | 21,614 | -8.2% | 0.17% | -9.9% |
Q1 2023 | $5,888,618 | -9.9% | 23,539 | -12.9% | 0.19% | -14.7% |
Q4 2022 | $6,535,093 | +829.6% | 27,017 | +742.4% | 0.22% | +578.8% |
Q3 2022 | $703,000 | +62.4% | 3,207 | +67.4% | 0.03% | +65.0% |
Q2 2022 | $433,000 | -2.5% | 1,916 | +15.7% | 0.02% | +5.3% |
Q1 2022 | $444,000 | +8.0% | 1,656 | +14.1% | 0.02% | +18.8% |
Q4 2021 | $411,000 | +10.2% | 1,451 | +2.3% | 0.02% | -11.1% |
Q3 2021 | $373,000 | 0.0% | 1,419 | +2.3% | 0.02% | -10.0% |
Q2 2021 | $373,000 | -7.2% | 1,387 | -10.3% | 0.02% | -13.0% |
Q1 2021 | $402,000 | +1.8% | 1,546 | -10.0% | 0.02% | -4.2% |
Q4 2020 | $395,000 | +8.2% | 1,717 | -12.7% | 0.02% | -4.0% |
Q3 2020 | $365,000 | – | 1,967 | – | 0.02% | – |
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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% |