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 | $6,665,840 | -0.9% | 26,732 | +3.9% | 2.77% | -0.7% |
| Q2 2023 | $6,726,360 | +5.6% | 25,724 | +1.1% | 2.79% | -3.8% |
| Q1 2023 | $6,367,101 | +37.1% | 25,452 | +32.6% | 2.90% | +22.4% |
| Q4 2022 | $4,642,544 | -15.6% | 19,193 | -23.5% | 2.37% | -19.0% |
| Q3 2022 | $5,500,000 | -0.3% | 25,084 | +2.9% | 2.93% | -4.1% |
| Q2 2022 | $5,517,000 | -12.9% | 24,387 | +3.3% | 3.05% | -3.9% |
| Q1 2022 | $6,335,000 | -5.0% | 23,607 | +0.2% | 3.18% | -4.3% |
| Q4 2021 | $6,671,000 | +13.9% | 23,566 | +5.9% | 3.32% | +3.5% |
| Q3 2021 | $5,855,000 | +4.2% | 22,256 | +6.4% | 3.20% | +4.5% |
| Q2 2021 | $5,620,000 | -20.2% | 20,912 | -22.7% | 3.07% | -25.3% |
| Q1 2021 | $7,044,000 | +15.7% | 27,062 | +2.2% | 4.11% | +6.3% |
| Q4 2020 | $6,087,000 | +14.5% | 26,484 | -7.7% | 3.86% | -3.1% |
| Q3 2020 | $5,318,000 | +35.7% | 28,698 | +30.3% | 3.99% | +5.8% |
| Q2 2020 | $3,918,000 | -29.1% | 22,032 | -42.6% | 3.77% | -42.4% |
| Q1 2020 | $5,523,000 | -66.8% | 38,393 | -52.5% | 6.54% | -57.2% |
| Q4 2019 | $16,639,000 | – | 80,841 | – | 15.28% | – |
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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% |