ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $982,567 | +16.1% | 3,941 | +21.7% | 0.14% | +11.5% |
| Q2 2023 | $846,283 | +35.2% | 3,237 | +27.1% | 0.12% | +20.8% |
| Q1 2023 | $625,993 | +10.0% | 2,546 | +8.2% | 0.10% | -9.0% |
| Q4 2022 | $569,314 | +10.5% | 2,354 | +0.2% | 0.11% | +1.8% |
| Q3 2022 | $515,000 | +29.1% | 2,350 | +33.4% | 0.11% | +29.8% |
| Q2 2022 | $399,000 | -27.7% | 1,762 | -13.1% | 0.08% | -16.8% |
| Q1 2022 | $552,000 | -5.0% | 2,028 | -7.0% | 0.10% | +7.4% |
| Q4 2021 | $581,000 | -8.9% | 2,181 | -10.8% | 0.09% | -18.3% |
| Q3 2021 | $638,000 | 0.0% | 2,445 | 0.0% | 0.12% | 0.0% |
| Q2 2021 | $638,000 | +12.9% | 2,445 | +12.6% | 0.12% | +3.6% |
| Q1 2021 | $565,000 | +16.0% | 2,171 | +2.6% | 0.11% | +9.9% |
| Q4 2020 | $487,000 | +24.6% | 2,117 | +0.5% | 0.10% | -7.3% |
| Q3 2020 | $391,000 | +10.1% | 2,106 | +5.5% | 0.11% | -10.7% |
| Q2 2020 | $355,000 | -84.0% | 1,996 | -83.9% | 0.12% | +28.4% |
| Q1 2020 | $2,215,000 | +58.2% | 12,367 | +63.8% | 0.10% | -35.4% |
| Q4 2019 | $1,400,000 | -0.1% | 7,550 | +4.1% | 0.15% | -6.4% |
| Q3 2019 | $1,402,000 | +279.9% | 7,255 | +281.6% | 0.16% | -1.9% |
| Q2 2019 | $369,000 | -3.9% | 1,901 | -6.1% | 0.16% | -16.7% |
| Q1 2019 | $384,000 | +36.2% | 2,025 | +19.1% | 0.19% | +17.1% |
| Q4 2018 | $282,000 | +28.8% | 1,700 | +56.1% | 0.16% | +40.2% |
| Q3 2018 | $219,000 | +2.3% | 1,089 | -1.0% | 0.12% | -8.6% |
| Q2 2018 | $214,000 | -99.8% | 1,100 | +59.4% | 0.13% | -7.9% |
| Q4 2016 | $114,117,000 | – | 690 | – | 0.14% | – |
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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% |