ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,863 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,161 | +7358.7% | 137 | +878.6% | 0.00% | – |
| Q2 2023 | $458 | -99.6% | 14 | -96.8% | 0.00% | -100.0% |
| Q4 2022 | $105,948 | -56.0% | 438 | -60.2% | 0.00% | 0.0% |
| Q3 2022 | $241,000 | -65.1% | 1,101 | -64.0% | 0.00% | -80.0% |
| Q2 2022 | $691,000 | -81.1% | 3,055 | -77.6% | 0.01% | -83.9% |
| Q1 2022 | $3,660,000 | +268.2% | 13,640 | +288.3% | 0.03% | +287.5% |
| Q4 2021 | $994,000 | +2.5% | 3,513 | -4.7% | 0.01% | -33.3% |
| Q3 2021 | $970,000 | -9.5% | 3,688 | -10.5% | 0.01% | -29.4% |
| Q1 2021 | $1,072,000 | +1885.2% | 4,120 | +1653.2% | 0.02% | +1600.0% |
| Q4 2020 | $54,000 | – | 235 | – | 0.00% | – |
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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% |