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 | $28 | -6.7% | 113 | 0.0% | 0.02% | +12.5% |
| Q2 2023 | $30 | +7.1% | 113 | 0.0% | 0.02% | +6.7% |
| Q1 2023 | $28 | +3.7% | 113 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $27 | -99.9% | 113 | -7.4% | 0.02% | -27.3% |
| Q3 2022 | $27,000 | -3.6% | 122 | 0.0% | 0.02% | +10.0% |
| Q2 2022 | $28,000 | -15.2% | 122 | 0.0% | 0.02% | +11.1% |
| Q1 2022 | $33,000 | -5.7% | 122 | 0.0% | 0.02% | +20.0% |
| Q4 2021 | $35,000 | -10.3% | 122 | -17.0% | 0.02% | 0.0% |
| Q3 2021 | $39,000 | -2.5% | 147 | 0.0% | 0.02% | -11.8% |
| Q2 2021 | $40,000 | +5.3% | 147 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $38,000 | +11.8% | 147 | 0.0% | 0.02% | +21.4% |
| Q4 2020 | $34,000 | +25.9% | 147 | 0.0% | 0.01% | -6.7% |
| Q3 2020 | $27,000 | – | 147 | – | 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% |