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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $545,349 | +3.4% | 2,180 | 0.0% | 0.20% | -1.0% |
| Q4 2022 | $527,320 | +10.3% | 2,180 | 0.0% | 0.20% | 0.0% |
| Q3 2022 | $478,000 | -3.0% | 2,180 | 0.0% | 0.20% | +2.6% |
| Q2 2022 | $493,000 | -15.6% | 2,180 | 0.0% | 0.19% | -5.9% |
| Q1 2022 | $584,000 | -5.3% | 2,180 | 0.0% | 0.20% | -1.9% |
| Q4 2021 | $617,000 | +7.7% | 2,180 | 0.0% | 0.21% | 0.0% |
| Q3 2021 | $573,000 | -2.2% | 2,180 | 0.0% | 0.21% | -3.7% |
| Q2 2021 | $586,000 | +3.4% | 2,180 | 0.0% | 0.22% | -3.1% |
| Q1 2021 | $567,000 | +13.2% | 2,180 | 0.0% | 0.22% | +3.2% |
| Q4 2020 | $501,000 | +24.0% | 2,180 | 0.0% | 0.22% | +9.1% |
| Q3 2020 | $404,000 | +4.1% | 2,180 | 0.0% | 0.20% | -2.5% |
| Q2 2020 | $388,000 | +23.6% | 2,180 | 0.0% | 0.20% | +10.3% |
| Q1 2020 | $314,000 | -31.6% | 2,180 | -2.2% | 0.18% | -14.4% |
| Q4 2019 | $459,000 | +6.5% | 2,230 | 0.0% | 0.22% | -1.8% |
| Q3 2019 | $431,000 | -0.5% | 2,230 | 0.0% | 0.22% | -2.2% |
| Q2 2019 | $433,000 | +2.6% | 2,230 | 0.0% | 0.22% | -2.2% |
| Q1 2019 | $422,000 | +14.1% | 2,230 | 0.0% | 0.23% | -0.9% |
| Q4 2018 | $370,000 | -17.6% | 2,230 | 0.0% | 0.23% | -10.8% |
| Q3 2018 | $449,000 | +3.5% | 2,230 | 0.0% | 0.26% | -3.4% |
| Q2 2018 | $434,000 | +317.3% | 2,230 | +301.8% | 0.27% | +318.8% |
| Q1 2018 | $104,000 | -1.0% | 555 | 0.0% | 0.06% | 0.0% |
| Q4 2017 | $105,000 | – | 555 | – | 0.06% | – |
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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% |