ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. 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 | $298 | -99.9% | 1,194 | +14.4% | 0.02% | -19.4% |
| Q3 2019 | $202,000 | -94.7% | 1,044 | -95.4% | 0.03% | -95.4% |
| Q4 2018 | $3,784,000 | -9.6% | 22,790 | +1.3% | 0.67% | -4.8% |
| Q3 2018 | $4,184,000 | -4.5% | 22,489 | 0.0% | 0.70% | -7.1% |
| Q2 2018 | $4,380,000 | +3.8% | 22,489 | 0.0% | 0.76% | -1.0% |
| Q1 2018 | $4,218,000 | -1.8% | 22,489 | -0.7% | 0.77% | -5.4% |
| Q4 2017 | $4,296,000 | +6.0% | 22,637 | -0.1% | 0.81% | +1.9% |
| Q3 2017 | $4,052,000 | +1302.1% | 22,649 | +1194.2% | 0.80% | +857.8% |
| Q4 2016 | $289,000 | -90.5% | 1,750 | -92.1% | 0.08% | -91.5% |
| Q3 2016 | $3,042,000 | 0.0% | 22,269 | 0.0% | 0.97% | 0.0% |
| Q3 2015 | $3,042,000 | -8.9% | 22,269 | +0.0% | 0.97% | -3.1% |
| Q2 2015 | $3,338,000 | -0.8% | 22,258 | +0.6% | 1.00% | -1.6% |
| Q1 2015 | $3,364,000 | +5.0% | 22,133 | 0.0% | 1.02% | +3.5% |
| Q4 2014 | $3,205,000 | – | 22,133 | – | 0.98% | – |
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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% |