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 | $1,593,457 | -4.5% | 6,390 | +0.1% | 0.85% | -5.0% |
| Q2 2023 | $1,669,009 | +0.2% | 6,383 | -4.1% | 0.90% | -8.1% |
| Q1 2023 | $1,665,798 | +16.0% | 6,659 | +12.1% | 0.98% | +6.8% |
| Q4 2022 | $1,436,326 | +14.6% | 5,938 | +3.9% | 0.92% | +4.7% |
| Q3 2022 | $1,253,000 | -8.9% | 5,713 | -6.0% | 0.87% | -10.4% |
| Q2 2022 | $1,375,000 | -5.2% | 6,078 | +12.5% | 0.98% | -4.7% |
| Q1 2022 | $1,450,000 | -7.3% | 5,402 | -2.2% | 1.02% | -10.4% |
| Q4 2021 | $1,564,000 | – | 5,524 | – | 1.14% | – |
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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% |