ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $753,219 | -4.2% | 3,007 | 0.0% | 0.04% | -2.2% |
| Q2 2023 | $786,271 | +4.1% | 3,007 | -0.4% | 0.04% | -2.2% |
| Q1 2023 | $754,983 | +6.4% | 3,018 | +2.9% | 0.05% | +4.5% |
| Q4 2022 | $709,463 | +9.5% | 2,933 | -0.7% | 0.04% | +4.8% |
| Q3 2022 | $648,000 | -3.1% | 2,955 | 0.0% | 0.04% | +2.4% |
| Q2 2022 | $669,000 | -6.2% | 2,955 | +11.2% | 0.04% | +7.9% |
| Q1 2022 | $713,000 | +1.0% | 2,657 | +6.6% | 0.04% | +5.6% |
| Q4 2021 | $706,000 | -46.2% | 2,493 | -50.0% | 0.04% | +2.9% |
| Q3 2021 | $1,312,000 | +95.8% | 4,986 | +100.0% | 0.04% | 0.0% |
| Q2 2021 | $670,000 | +3.2% | 2,493 | 0.0% | 0.04% | -2.8% |
| Q1 2021 | $649,000 | +9.8% | 2,493 | -3.1% | 0.04% | +2.9% |
| Q4 2020 | $591,000 | +23.6% | 2,573 | -0.2% | 0.04% | +12.9% |
| Q3 2020 | $478,000 | +4.1% | 2,578 | -0.2% | 0.03% | -6.1% |
| Q2 2020 | $459,000 | +25.1% | 2,584 | +1.4% | 0.03% | +3.1% |
| Q1 2020 | $367,000 | -30.0% | 2,548 | 0.0% | 0.03% | -13.5% |
| Q4 2019 | $524,000 | +118.3% | 2,548 | +113.6% | 0.04% | +105.6% |
| Q3 2018 | $240,000 | -7.0% | 1,193 | -10.0% | 0.02% | -14.3% |
| Q2 2018 | $258,000 | – | 1,325 | – | 0.02% | – |
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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% |