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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $291,186 | -16.5% | 1,164 | -19.2% | 0.03% | -17.9% |
| Q4 2022 | $348,563 | -36.4% | 1,441 | -25.6% | 0.04% | +14.7% |
| Q4 2021 | $548,000 | +145.7% | 1,937 | +129.0% | 0.03% | +142.9% |
| Q3 2021 | $223,000 | -57.0% | 846 | -56.2% | 0.01% | -54.8% |
| Q2 2021 | $519,000 | -81.8% | 1,930 | -87.5% | 0.03% | -83.2% |
| Q3 2020 | $2,858,000 | +536.5% | 15,424 | +591.7% | 0.18% | +143.4% |
| Q3 2018 | $449,000 | -3.4% | 2,230 | -27.1% | 0.08% | -87.4% |
| Q1 2015 | $465,000 | -62.9% | 3,057 | -66.6% | 0.60% | -44.6% |
| Q3 2014 | $1,252,000 | -58.0% | 9,159 | -56.0% | 1.09% | -42.5% |
| Q2 2014 | $2,978,000 | – | 20,814 | – | 1.90% | – |
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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% |