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 | $9,366,106 | -4.8% | 37,561 | -0.1% | 9.88% | +1.7% |
| Q2 2023 | $9,835,330 | +6.0% | 37,614 | +1.6% | 9.71% | +1.1% |
| Q1 2023 | $9,279,203 | +2.9% | 37,030 | -0.7% | 9.61% | -1.2% |
| Q4 2022 | $9,020,100 | +1904.5% | 37,290 | +1716.4% | 9.72% | +450.0% |
| Q3 2022 | $450,000 | -94.7% | 2,053 | -94.5% | 1.77% | -81.4% |
| Q2 2022 | $8,475,000 | -14.7% | 37,485 | +1.2% | 9.51% | +5.2% |
| Q1 2022 | $9,940,000 | -3.9% | 37,036 | +1.4% | 9.04% | +3.6% |
| Q4 2021 | $10,341,000 | – | 36,516 | – | 8.73% | – |
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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% |