ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,804,534 | +205.1% | 27,289 | +220.0% | 0.98% | +204.3% |
| Q2 2023 | $2,230,186 | +5.3% | 8,529 | +0.8% | 0.32% | -0.6% |
| Q1 2023 | $2,117,624 | +3.1% | 8,465 | -0.3% | 0.32% | +4.8% |
| Q4 2022 | $2,053,426 | +10.3% | 8,489 | -0.1% | 0.31% | 0.0% |
| Q3 2022 | $1,862,000 | -2.9% | 8,497 | +0.3% | 0.31% | +6.2% |
| Q2 2022 | $1,917,000 | -23.4% | 8,472 | -9.2% | 0.29% | -5.2% |
| Q1 2022 | $2,504,000 | +1.8% | 9,332 | +7.4% | 0.31% | 0.0% |
| Q4 2021 | $2,459,000 | +12.6% | 8,689 | +4.7% | 0.31% | +3.7% |
| Q3 2021 | $2,183,000 | +0.5% | 8,298 | +2.6% | 0.30% | +1.0% |
| Q2 2021 | $2,173,000 | +4.3% | 8,086 | +1.1% | 0.29% | -0.7% |
| Q1 2021 | $2,083,000 | +14.8% | 8,000 | +1.3% | 0.30% | +8.4% |
| Q4 2020 | $1,815,000 | -1.2% | 7,899 | -20.3% | 0.27% | -10.8% |
| Q3 2020 | $1,837,000 | -3.4% | 9,914 | -7.3% | 0.31% | -12.1% |
| Q2 2020 | $1,901,000 | +36.2% | 10,693 | +10.2% | 0.35% | +8.1% |
| Q1 2020 | $1,396,000 | -37.7% | 9,704 | -10.8% | 0.32% | -19.3% |
| Q4 2019 | $2,239,000 | +0.9% | 10,879 | -5.2% | 0.40% | -6.6% |
| Q3 2019 | $2,218,000 | -4.8% | 11,476 | -4.3% | 0.43% | -7.2% |
| Q2 2019 | $2,329,000 | -9.2% | 11,988 | -11.5% | 0.46% | -12.4% |
| Q1 2019 | $2,565,000 | -2.5% | 13,546 | -14.5% | 0.52% | -12.9% |
| Q4 2018 | $2,631,000 | -38.3% | 15,844 | -25.2% | 0.60% | -25.4% |
| Q3 2018 | $4,262,000 | +9.7% | 21,173 | +6.2% | 0.81% | +0.7% |
| Q2 2018 | $3,884,000 | +19.4% | 19,941 | +14.9% | 0.80% | +17.4% |
| Q1 2018 | $3,254,000 | +9.7% | 17,350 | +11.0% | 0.68% | +10.7% |
| Q4 2017 | $2,966,000 | +3.1% | 15,629 | -2.8% | 0.62% | +0.7% |
| Q3 2017 | $2,878,000 | -8.0% | 16,084 | -10.5% | 0.61% | -11.5% |
| Q2 2017 | $3,128,000 | +17.6% | 17,978 | +15.7% | 0.69% | +11.6% |
| Q1 2017 | $2,660,000 | +11.4% | 15,536 | +7.6% | 0.62% | +9.5% |
| Q4 2016 | $2,388,000 | +111.0% | 14,438 | +97.3% | 0.57% | +110.0% |
| Q3 2016 | $1,132,000 | +5.6% | 7,318 | +2.0% | 0.27% | +7.6% |
| Q2 2016 | $1,072,000 | +4.5% | 7,178 | +0.9% | 0.25% | 0.0% |
| Q1 2016 | $1,026,000 | +12.1% | 7,113 | +8.4% | 0.25% | +13.6% |
| Q4 2015 | $915,000 | -2.6% | 6,563 | -4.6% | 0.22% | -4.7% |
| Q3 2015 | $939,000 | -11.8% | 6,878 | -3.1% | 0.23% | -5.3% |
| Q2 2015 | $1,065,000 | -2.3% | 7,099 | -1.0% | 0.24% | -1.6% |
| Q1 2015 | $1,090,000 | +13.7% | 7,174 | +8.3% | 0.25% | +12.2% |
| Q4 2014 | $959,000 | -7.0% | 6,626 | -12.1% | 0.22% | -9.4% |
| Q3 2014 | $1,031,000 | -10.0% | 7,536 | -5.8% | 0.24% | -8.6% |
| Q2 2014 | $1,145,000 | +22.7% | 8,002 | +17.8% | 0.27% | +17.0% |
| Q1 2014 | $933,000 | +5.3% | 6,794 | +2.6% | 0.23% | +5.0% |
| Q4 2013 | $886,000 | +10.1% | 6,620 | +2.0% | 0.22% | +9.5% |
| Q3 2013 | $805,000 | -16.2% | 6,489 | -22.0% | 0.20% | -1.0% |
| Q2 2013 | $961,000 | – | 8,322 | – | 0.20% | – |
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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% |