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 | $12,650,881 | +559.9% | 50,735 | +592.0% | 0.39% | +519.0% |
| Q2 2023 | $1,917,220 | +698.3% | 7,332 | +663.8% | 0.06% | +600.0% |
| Q1 2023 | $240,166 | -4.3% | 960 | -7.4% | 0.01% | -10.0% |
| Q4 2022 | $250,852 | +12.5% | 1,037 | +2.2% | 0.01% | 0.0% |
| Q3 2022 | $223,000 | -11.2% | 1,015 | -8.2% | 0.01% | 0.0% |
| Q2 2022 | $251,000 | +19.0% | 1,106 | +41.6% | 0.01% | 0.0% |
| Q2 2021 | $211,000 | -62.2% | 781 | -73.9% | 0.01% | -91.5% |
| Q4 2018 | $558,000 | – | 2,996 | – | 0.12% | – |
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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% |