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 | $254,337 | -59.3% | 1,020 | -57.3% | 0.17% | -59.6% |
| Q2 2023 | $624,566 | -27.0% | 2,389 | -30.1% | 0.41% | -18.1% |
| Q1 2023 | $855,000 | +9.1% | 3,418 | +5.5% | 0.50% | +0.4% |
| Q4 2022 | $783,367 | +8.8% | 3,239 | -1.4% | 0.50% | -0.4% |
| Q3 2022 | $720,000 | -11.8% | 3,286 | -8.9% | 0.50% | -6.2% |
| Q2 2022 | $816,000 | -16.8% | 3,608 | -1.3% | 0.54% | -5.6% |
| Q1 2022 | $981,000 | -8.5% | 3,656 | -3.4% | 0.57% | -1.7% |
| Q4 2021 | $1,072,000 | +3.6% | 3,786 | -1.7% | 0.58% | -21.9% |
| Q2 2021 | $1,035,000 | +2.9% | 3,852 | -0.3% | 0.74% | -9.0% |
| Q1 2021 | $1,006,000 | +9.3% | 3,864 | +5.8% | 0.81% | +94.7% |
| Q4 2020 | $920,000 | – | 3,653 | – | 0.42% | – |
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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% |