ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,428,028 | -1.5% | 21,769 | +3.3% | 0.11% | +1.8% |
| Q2 2023 | $5,509,939 | +29.8% | 21,072 | +24.2% | 0.11% | -37.7% |
| Q1 2023 | $4,245,961 | -19.6% | 16,973 | -22.3% | 0.18% | -12.5% |
| Q4 2022 | $5,281,534 | +38.3% | 21,834 | +25.3% | 0.20% | -9.1% |
| Q3 2022 | $3,820,000 | +27.3% | 17,422 | +31.4% | 0.22% | +22.9% |
| Q2 2022 | $3,000,000 | -4.8% | 13,259 | +19.2% | 0.18% | +2.3% |
| Q1 2022 | $3,150,000 | -14.1% | 11,127 | -14.1% | 0.18% | -10.7% |
| Q4 2021 | $3,668,000 | +7.7% | 12,957 | +0.0% | 0.20% | -8.0% |
| Q3 2021 | $3,407,000 | -6.0% | 12,951 | -3.9% | 0.21% | +1.4% |
| Q2 2021 | $3,623,000 | +5.0% | 13,483 | +1.7% | 0.21% | -15.7% |
| Q1 2021 | $3,450,000 | +13.2% | 13,253 | -0.1% | 0.25% | +5.5% |
| Q4 2020 | $3,048,000 | +128.8% | 13,261 | +84.5% | 0.24% | +110.7% |
| Q3 2020 | $1,332,000 | +13.7% | 7,187 | +9.1% | 0.11% | +1.8% |
| Q2 2020 | $1,172,000 | +21.5% | 6,589 | -1.8% | 0.11% | -3.5% |
| Q1 2020 | $965,000 | +88.5% | 6,707 | +169.6% | 0.11% | +96.6% |
| Q4 2019 | $512,000 | +3.2% | 2,488 | -3.1% | 0.06% | -24.7% |
| Q3 2019 | $496,000 | +12.5% | 2,568 | +13.0% | 0.08% | -3.8% |
| Q2 2019 | $441,000 | +2.8% | 2,272 | +0.3% | 0.08% | -36.0% |
| Q1 2019 | $429,000 | -76.7% | 2,265 | -79.6% | 0.12% | -81.3% |
| Q4 2018 | $1,844,000 | -0.5% | 11,104 | +20.6% | 0.67% | +13.6% |
| Q3 2018 | $1,853,000 | +203.3% | 9,205 | +193.6% | 0.59% | +128.8% |
| Q2 2018 | $611,000 | +34.0% | 3,135 | +28.9% | 0.26% | -20.4% |
| Q1 2018 | $456,000 | -37.4% | 2,432 | -36.6% | 0.32% | -42.4% |
| Q4 2017 | $728,000 | – | 3,834 | – | 0.56% | – |
Download | ||||||
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% |