ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,615 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $439,499 | -2.7% | 1,763 | +2.0% | 0.18% | +3.5% |
| Q2 2023 | $451,727 | +4.8% | 1,728 | +0.3% | 0.17% | -2.3% |
| Q1 2023 | $430,910 | +3.8% | 1,723 | +0.4% | 0.18% | -2.2% |
| Q4 2022 | $415,072 | +11.6% | 1,716 | +1.0% | 0.18% | +7.8% |
| Q3 2022 | $372,000 | +16.6% | 1,699 | +20.3% | 0.17% | +0.6% |
| Q2 2022 | $319,000 | -21.0% | 1,412 | -6.3% | 0.16% | -27.0% |
| Q1 2022 | $404,000 | -8.6% | 1,507 | -3.5% | 0.23% | -3.4% |
| Q4 2021 | $442,000 | +8.3% | 1,562 | +0.7% | 0.23% | -2.1% |
| Q3 2021 | $408,000 | -87.2% | 1,551 | -96.2% | 0.24% | -87.2% |
| Q2 2021 | $3,188,000 | +597.6% | 40,414 | +2200.2% | 1.87% | +643.3% |
| Q1 2021 | $457,000 | +13.1% | 1,757 | 0.0% | 0.25% | +16.7% |
| Q4 2020 | $404,000 | +25.5% | 1,757 | +1.0% | 0.22% | +12.5% |
| Q3 2020 | $322,000 | -2.1% | 1,739 | -6.1% | 0.19% | -1.5% |
| Q2 2020 | $329,000 | – | 1,851 | – | 0.20% | – |
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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% |