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 | $1,763,450 | -12.1% | 7,072 | -7.8% | 0.34% | -13.7% |
| Q2 2023 | $2,006,647 | -5.9% | 7,674 | -10.0% | 0.39% | -13.6% |
| Q1 2023 | $2,132,693 | +7.3% | 8,525 | +3.7% | 0.46% | -5.8% |
| Q4 2022 | $1,987,744 | +9.7% | 8,218 | -0.6% | 0.48% | +4.1% |
| Q3 2022 | $1,812,000 | -4.0% | 8,265 | -0.8% | 0.46% | +3.8% |
| Q2 2022 | $1,888,000 | -14.1% | 8,333 | +1.8% | 0.45% | -4.7% |
| Q1 2022 | $2,197,000 | -8.0% | 8,188 | -3.0% | 0.47% | -5.3% |
| Q4 2021 | $2,389,000 | +8.7% | 8,438 | +1.0% | 0.50% | -2.9% |
| Q3 2021 | $2,198,000 | +0.1% | 8,355 | +2.3% | 0.51% | +0.8% |
| Q2 2021 | $2,195,000 | +0.8% | 8,167 | -2.4% | 0.51% | -10.6% |
| Q1 2021 | $2,178,000 | +26.3% | 8,368 | +11.6% | 0.57% | +6.8% |
| Q4 2020 | $1,724,000 | +19.6% | 7,500 | -3.5% | 0.53% | +6.2% |
| Q3 2020 | $1,441,000 | +3.8% | 7,775 | -0.4% | 0.50% | -9.3% |
| Q2 2020 | $1,388,000 | +0.2% | 7,805 | -18.9% | 0.55% | -6.3% |
| Q1 2020 | $1,385,000 | -38.1% | 9,629 | -11.4% | 0.59% | -12.4% |
| Q4 2019 | $2,236,000 | – | 10,862 | – | 0.67% | – |
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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% |