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 | $34,967,323 | -1.4% | 140,234 | +3.4% | 4.92% | -1.6% |
| Q2 2023 | $35,468,690 | +6.5% | 135,646 | +1.9% | 5.00% | -3.9% |
| Q1 2023 | $33,315,269 | +108762.8% | 133,176 | +5.3% | 5.21% | -11.0% |
| Q4 2022 | $30,603 | +18.0% | 126,518 | +7.0% | 5.85% | +4.7% |
| Q3 2022 | $25,924 | +7.6% | 118,234 | +11.0% | 5.59% | -7.0% |
| Q2 2022 | $24,102 | -99.9% | 106,536 | +13.2% | 6.01% | -2.5% |
| Q1 2022 | $25,263,000 | +49.2% | 94,146 | +46.3% | 6.16% | +5.3% |
| Q3 2021 | $16,932,000 | +40.0% | 64,364 | +38.5% | 5.86% | +38.8% |
| Q1 2021 | $12,095,000 | +19.9% | 46,469 | +5.8% | 4.22% | +5.6% |
| Q4 2020 | $10,091,000 | – | 43,908 | – | 4.00% | – |
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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% |