ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,125,563 | -46.8% | 4,514 | -44.2% | 1.21% | -49.6% |
| Q2 2023 | $2,116,155 | -38.2% | 8,093 | -40.9% | 2.41% | -51.0% |
| Q1 2023 | $3,423,329 | -2.8% | 13,685 | -6.0% | 4.92% | -2.7% |
| Q4 2022 | $3,520,951 | +12.7% | 14,556 | +2.1% | 5.05% | +18.7% |
| Q3 2022 | $3,125,000 | -3.3% | 14,253 | -0.3% | 4.26% | +4.7% |
| Q2 2022 | $3,233,000 | -15.5% | 14,291 | +0.3% | 4.06% | +10.4% |
| Q1 2022 | $3,825,000 | -13.4% | 14,253 | -8.7% | 3.68% | -1.4% |
| Q4 2021 | $4,419,000 | +4.1% | 15,610 | -3.2% | 3.74% | -5.3% |
| Q3 2021 | $4,244,000 | -2.2% | 16,132 | -0.1% | 3.95% | -2.6% |
| Q2 2021 | $4,338,000 | +10.4% | 16,142 | +6.9% | 4.05% | +3.4% |
| Q1 2021 | $3,929,000 | – | 15,094 | – | 3.92% | – |
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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% |