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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,141,000 | +1.1% | 4,030 | 0.0% | 0.68% | -2.4% |
| Q3 2021 | $1,129,000 | +4.2% | 4,030 | 0.0% | 0.69% | -4.3% |
| Q2 2021 | $1,083,000 | +3.2% | 4,030 | 0.0% | 0.72% | +8.7% |
| Q1 2021 | $1,049,000 | +13.3% | 4,030 | 0.0% | 0.67% | +14.0% |
| Q4 2020 | $926,000 | +24.1% | 4,030 | 0.0% | 0.58% | +1.2% |
| Q3 2020 | $746,000 | -8.5% | 4,030 | -12.0% | 0.58% | -17.4% |
| Q2 2020 | $815,000 | +40.5% | 4,580 | +13.6% | 0.70% | +22.8% |
| Q1 2020 | $580,000 | -30.0% | 4,030 | 0.0% | 0.57% | -15.7% |
| Q4 2019 | $829,000 | +157.5% | 4,030 | +123.9% | 0.68% | +108.0% |
| Q3 2019 | $322,000 | -73.6% | 1,800 | -71.3% | 0.32% | -44.1% |
| Q2 2019 | $1,218,000 | +22.9% | 6,272 | +19.9% | 0.58% | +50.1% |
| Q1 2019 | $991,000 | +14.0% | 5,230 | 0.0% | 0.39% | -4.0% |
| Q4 2018 | $869,000 | +7.2% | 5,230 | +29.8% | 0.40% | +27.1% |
| Q3 2018 | $811,000 | +3.3% | 4,030 | 0.0% | 0.32% | +5.7% |
| Q2 2018 | $785,000 | – | 4,030 | – | 0.30% | – |
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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% |