ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $423,147 | -10.0% | 1,697 | -5.6% | 0.02% | -9.1% |
| Q2 2023 | $470,141 | +4.8% | 1,798 | +0.3% | 0.02% | 0.0% |
| Q1 2023 | $448,537 | +3.4% | 1,793 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $433,709 | +10.4% | 1,793 | +0.1% | 0.02% | 0.0% |
| Q3 2022 | $393,000 | -2.0% | 1,792 | +1.2% | 0.02% | +4.8% |
| Q2 2022 | $401,000 | -14.9% | 1,771 | +0.9% | 0.02% | -4.5% |
| Q1 2022 | $471,000 | -25.0% | 1,755 | -20.9% | 0.02% | -18.5% |
| Q4 2021 | $628,000 | +36.2% | 2,219 | +26.6% | 0.03% | +22.7% |
| Q3 2021 | $461,000 | -3.8% | 1,753 | -1.7% | 0.02% | 0.0% |
| Q2 2021 | $479,000 | +33.8% | 1,783 | +29.5% | 0.02% | +22.2% |
| Q1 2021 | $358,000 | +10.8% | 1,377 | -2.1% | 0.02% | 0.0% |
| Q4 2020 | $323,000 | +20.5% | 1,406 | -2.6% | 0.02% | +5.9% |
| Q3 2020 | $268,000 | +30.1% | 1,444 | +24.7% | 0.02% | +30.8% |
| Q2 2020 | $206,000 | – | 1,158 | – | 0.01% | – |
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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% |