ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,173 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.23 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $570,411 | -16.2% | 2,287 | -12.2% | 0.00% | – |
| Q2 2023 | $681,066 | +35.8% | 2,604 | +29.9% | 0.00% | – |
| Q1 2023 | $501,372 | +114368.5% | 2,004 | +10.7% | 0.00% | – |
| Q4 2022 | $438 | -99.8% | 1,810 | +70.4% | 0.00% | – |
| Q3 2022 | $233,000 | -55.4% | 1,062 | -54.0% | 0.00% | – |
| Q2 2022 | $523,000 | -57.9% | 2,310 | -50.0% | 0.00% | -100.0% |
| Q1 2022 | $1,241,000 | +1.6% | 4,623 | +7.2% | 0.00% | 0.0% |
| Q4 2021 | $1,221,000 | +181.3% | 4,313 | +161.7% | 0.00% | – |
| Q3 2021 | $434,000 | +59.6% | 1,648 | +57.7% | 0.00% | – |
| Q1 2021 | $272,000 | -46.5% | 1,045 | -52.7% | 0.00% | – |
| Q4 2020 | $508,000 | 0.0% | 2,211 | -37.4% | 0.00% | -100.0% |
| Q1 2020 | $508,000 | +64.4% | 3,532 | +121.2% | 0.00% | – |
| Q3 2019 | $309,000 | -5.5% | 1,597 | -5.1% | 0.00% | – |
| Q2 2019 | $327,000 | -36.4% | 1,682 | -42.7% | 0.00% | – |
| Q1 2019 | $514,000 | +70.8% | 2,936 | +62.0% | 0.00% | – |
| Q4 2018 | $301,000 | -42.1% | 1,812 | -29.9% | 0.00% | -100.0% |
| Q3 2018 | $520,000 | +116.7% | 2,584 | +104.3% | 0.00% | – |
| Q4 2017 | $240,000 | -11.8% | 1,265 | -16.8% | 0.00% | – |
| Q3 2017 | $272,000 | +9.7% | 1,521 | +6.8% | 0.00% | – |
| Q2 2017 | $248,000 | -26.2% | 1,424 | -34.4% | 0.00% | -100.0% |
| Q3 2016 | $336,000 | +26.3% | 2,170 | +11.7% | 0.00% | 0.0% |
| Q3 2014 | $266,000 | – | 1,943 | – | 0.00% | – |
Download | ||||||
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% |