ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,724,255 | +451.8% | 6,915 | +478.7% | 0.39% | +453.5% |
| Q2 2023 | $312,469 | +8.3% | 1,195 | +3.6% | 0.07% | +2.9% |
| Q1 2023 | $288,434 | +2.7% | 1,153 | -0.7% | 0.07% | -2.8% |
| Q4 2022 | $280,834 | +3.6% | 1,161 | -5.9% | 0.07% | +2.9% |
| Q3 2022 | $271,000 | +11.1% | 1,234 | +14.5% | 0.07% | +11.3% |
| Q2 2022 | $244,000 | -12.9% | 1,078 | +3.3% | 0.06% | -4.6% |
| Q1 2022 | $280,000 | -0.7% | 1,044 | +4.7% | 0.06% | +3.2% |
| Q4 2021 | $282,000 | +10.2% | 997 | +2.6% | 0.06% | 0.0% |
| Q3 2021 | $256,000 | +3.6% | 972 | +5.8% | 0.06% | +1.6% |
| Q2 2021 | $247,000 | +4.7% | 919 | +1.2% | 0.06% | -6.1% |
| Q1 2021 | $236,000 | +6.8% | 908 | -5.6% | 0.07% | -4.3% |
| Q4 2020 | $221,000 | +0.9% | 962 | -18.7% | 0.07% | -10.4% |
| Q3 2020 | $219,000 | 0.0% | 1,183 | -3.9% | 0.08% | -7.2% |
| Q2 2020 | $219,000 | +8.4% | 1,231 | -5.8% | 0.08% | -3.5% |
| Q1 2020 | $202,000 | -43.7% | 1,307 | -23.9% | 0.09% | -44.2% |
| Q4 2019 | $359,000 | – | 1,718 | – | 0.15% | – |
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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% |