ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,789,930 | -0.1% | 35,251 | +4.7% | 6.74% | +4.0% |
| Q2 2023 | $8,801,659 | +9.3% | 33,661 | +4.5% | 6.47% | +2.5% |
| Q1 2023 | $8,056,218 | +19.8% | 32,204 | +15.9% | 6.31% | +5.8% |
| Q4 2022 | $6,721,970 | +122675.7% | 27,789 | +11.3% | 5.97% | +12.2% |
| Q3 2022 | $5,475 | -99.9% | 24,971 | +8.1% | 5.32% | +10.6% |
| Q2 2022 | $5,226,000 | -9.1% | 23,098 | +7.8% | 4.81% | +1.7% |
| Q1 2022 | $5,749,000 | +1.3% | 21,424 | +6.8% | 4.73% | +3.9% |
| Q4 2021 | $5,676,000 | +16.9% | 20,051 | +8.7% | 4.55% | +5.4% |
| Q3 2021 | $4,854,000 | +0.3% | 18,452 | +2.4% | 4.32% | +3.0% |
| Q2 2021 | $4,841,000 | -12.7% | 18,013 | -15.4% | 4.19% | +1698.3% |
| Q1 2021 | $5,544,000 | +31.0% | 21,302 | +15.7% | 0.23% | -94.4% |
| Q4 2020 | $4,231,000 | – | 18,411 | – | 4.20% | – |
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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% |