ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,277 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $632,440 | -4.8% | 2,536 | -0.2% | 0.05% | +4.3% |
| Q2 2023 | $664,252 | +4.8% | 2,540 | +0.2% | 0.05% | +12.2% |
| Q1 2023 | $633,905 | +3.8% | 2,534 | +0.3% | 0.04% | +2.5% |
| Q4 2022 | $610,943 | -34.4% | 2,526 | -40.5% | 0.04% | -36.5% |
| Q3 2022 | $931,000 | -29.6% | 4,246 | -27.4% | 0.06% | -24.1% |
| Q2 2022 | $1,323,000 | -3.1% | 5,847 | +15.0% | 0.08% | -5.7% |
| Q1 2022 | $1,365,000 | -11.0% | 5,085 | -6.1% | 0.09% | -26.1% |
| Q4 2021 | $1,534,000 | +567.0% | 5,418 | +384.2% | 0.12% | +20.2% |
| Q4 2019 | $230,000 | +2.7% | 1,119 | -6.0% | 0.10% | -2.9% |
| Q4 2018 | $224,000 | – | 1,190 | – | 0.10% | – |
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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% |