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 | $797,487 | -5.1% | 3,198 | -0.5% | 0.45% | -16.8% |
| Q2 2023 | $840,466 | +3.2% | 3,214 | -1.3% | 0.54% | +0.2% |
| Q1 2023 | $814,558 | +4.0% | 3,256 | +0.6% | 0.54% | +0.8% |
| Q4 2022 | $783,000 | +10.7% | 3,237 | +0.4% | 0.53% | -7.3% |
| Q3 2022 | $707,000 | -2.3% | 3,225 | +0.7% | 0.57% | -5.9% |
| Q2 2022 | $724,000 | -2.3% | 3,201 | +15.9% | 0.61% | +12.6% |
| Q1 2022 | $741,000 | -0.5% | 2,761 | +4.9% | 0.54% | -1.3% |
| Q4 2021 | $745,000 | – | 2,631 | – | 0.55% | – |
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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% |