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 | $1,287,515 | +12.4% | 5,163 | +17.8% | 0.14% | +8.7% |
| Q2 2023 | $1,145,890 | +10.5% | 4,382 | +5.7% | 0.13% | -2.3% |
| Q1 2023 | $1,036,832 | +8.2% | 4,145 | +4.6% | 0.13% | -11.0% |
| Q4 2022 | $958,322 | +22.9% | 3,962 | +11.4% | 0.14% | -19.0% |
| Q3 2022 | $780,000 | +2.4% | 3,558 | +5.6% | 0.18% | -8.7% |
| Q2 2022 | $762,000 | -16.5% | 3,369 | -1.0% | 0.20% | -15.5% |
| Q1 2022 | $913,000 | +30.6% | 3,402 | +37.7% | 0.23% | +18.4% |
| Q4 2021 | $699,000 | – | 2,471 | – | 0.20% | – |
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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% |