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 | $215,688 | -4.6% | 865 | 0.0% | 0.06% | -1.6% |
Q2 2023 | $226,180 | -1.2% | 865 | -5.5% | 0.06% | -8.6% |
Q1 2023 | $228,896 | -25.0% | 915 | -19.5% | 0.07% | -17.6% |
Q1 2022 | $305,000 | -5.3% | 1,136 | 0.0% | 0.08% | +3.7% |
Q4 2021 | $322,000 | +7.3% | 1,136 | -0.4% | 0.08% | +1.2% |
Q3 2021 | $300,000 | -0.7% | 1,140 | +1.6% | 0.08% | 0.0% |
Q2 2021 | $302,000 | -2.3% | 1,122 | 0.0% | 0.08% | -5.8% |
Q1 2021 | $309,000 | -28.5% | 1,122 | -40.3% | 0.09% | -35.8% |
Q4 2020 | $432,000 | +24.1% | 1,880 | 0.0% | 0.13% | +7.2% |
Q3 2020 | $348,000 | -6.7% | 1,880 | -10.4% | 0.12% | -9.4% |
Q2 2020 | $373,000 | +21.1% | 2,098 | -2.1% | 0.14% | -12.1% |
Q1 2020 | $308,000 | -30.3% | 2,144 | -0.1% | 0.16% | +14.6% |
Q4 2019 | $442,000 | – | 2,147 | – | 0.14% | – |
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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% |