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 | $1,510,312 | -4.6% | 6,057 | 0.0% | 0.44% | -0.5% |
| Q2 2023 | $1,583,783 | +4.5% | 6,057 | 0.0% | 0.44% | -2.9% |
| Q1 2023 | $1,515,218 | +3.4% | 6,057 | 0.0% | 0.45% | +0.4% |
| Q4 2022 | $1,465,126 | -1.7% | 6,057 | -10.8% | 0.45% | -1.8% |
| Q3 2022 | $1,490,000 | -3.4% | 6,794 | -0.4% | 0.46% | +1.6% |
| Q2 2022 | $1,543,000 | -17.6% | 6,819 | -2.3% | 0.45% | +0.9% |
| Q1 2022 | $1,873,000 | -5.2% | 6,982 | +0.0% | 0.44% | +1.6% |
| Q4 2021 | $1,976,000 | +70.3% | 6,979 | +58.3% | 0.44% | +54.8% |
| Q3 2021 | $1,160,000 | +5.0% | 4,410 | +7.3% | 0.28% | +6.0% |
| Q2 2021 | $1,105,000 | +0.9% | 4,110 | -2.3% | 0.27% | -2.9% |
| Q1 2021 | $1,095,000 | +6.3% | 4,208 | -6.1% | 0.28% | +7.0% |
| Q4 2020 | $1,030,000 | +18.1% | 4,483 | -4.8% | 0.26% | +10.8% |
| Q3 2020 | $872,000 | – | 4,708 | – | 0.23% | – |
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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% |