ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,268 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,575,807 | +65.9% | 18,351 | +74.0% | 0.12% | +37.9% |
| Q2 2023 | $2,757,830 | +8.9% | 10,547 | +4.2% | 0.09% | +3.6% |
| Q1 2023 | $2,531,869 | +5.0% | 10,121 | +1.5% | 0.08% | +2.4% |
| Q4 2022 | $2,412,369 | +6.9% | 9,973 | -3.1% | 0.08% | +2.5% |
| Q3 2022 | $2,257,000 | -5.5% | 10,294 | -2.5% | 0.08% | 0.0% |
| Q2 2022 | $2,388,000 | -18.5% | 10,556 | -3.3% | 0.08% | -2.4% |
| Q1 2022 | $2,930,000 | -7.9% | 10,919 | -2.9% | 0.08% | -1.2% |
| Q4 2021 | $3,183,000 | +13.7% | 11,244 | +5.6% | 0.08% | +5.1% |
| Q3 2021 | $2,800,000 | -12.9% | 10,644 | -11.0% | 0.08% | -15.1% |
| Q2 2021 | $3,215,000 | +2.0% | 11,964 | -1.2% | 0.09% | -6.1% |
| Q1 2021 | $3,153,000 | +15.4% | 12,114 | +1.9% | 0.10% | +10.0% |
| Q4 2020 | $2,732,000 | +24.6% | 11,889 | +0.4% | 0.09% | +9.8% |
| Q3 2020 | $2,193,000 | +1.1% | 11,836 | -3.0% | 0.08% | -5.7% |
| Q2 2020 | $2,170,000 | +20.8% | 12,201 | -2.3% | 0.09% | -2.2% |
| Q1 2020 | $1,797,000 | -32.6% | 12,491 | -3.5% | 0.09% | -16.0% |
| Q4 2019 | $2,665,000 | +11.4% | 12,948 | +4.6% | 0.11% | +1.0% |
| Q3 2019 | $2,392,000 | +2.4% | 12,381 | +3.0% | 0.10% | -0.9% |
| Q2 2019 | $2,335,000 | +784.5% | 12,020 | +816.2% | 0.11% | +457.9% |
| Q3 2018 | $264,000 | – | 1,312 | – | 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% |