ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 48 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,750,515 | -10.9% | 7,020 | -6.5% | 2.00% | -8.9% |
Q2 2023 | $1,963,796 | +5.0% | 7,510 | +0.4% | 2.20% | +5.3% |
Q1 2023 | $1,870,745 | +3.8% | 7,478 | +0.4% | 2.09% | -2.9% |
Q4 2022 | $1,802,090 | +15.0% | 7,450 | +4.3% | 2.15% | -0.5% |
Q3 2022 | $1,567,000 | -0.6% | 7,145 | +2.6% | 2.16% | +0.6% |
Q2 2022 | $1,576,000 | -16.6% | 6,967 | -1.1% | 2.15% | -2.4% |
Q1 2022 | $1,889,000 | +7.0% | 7,041 | +12.9% | 2.20% | +11.8% |
Q4 2021 | $1,765,000 | – | 6,234 | – | 1.97% | – |
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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% |