ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,096 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $7,684,919 | +3.5% | 30,720 | +0.0% | 1.37% | -6.9% |
| Q4 2022 | $7,427,233 | +7.1% | 30,705 | -2.9% | 1.47% | -7.3% |
| Q3 2022 | $6,936,000 | +8.1% | 31,633 | +11.6% | 1.58% | +10.7% |
| Q2 2022 | $6,415,000 | -17.9% | 28,355 | -2.6% | 1.43% | -13.9% |
| Q1 2022 | $7,811,000 | -4.9% | 29,107 | +0.4% | 1.66% | -8.3% |
| Q4 2021 | $8,210,000 | +9.6% | 29,001 | +1.9% | 1.81% | -0.4% |
| Q3 2021 | $7,489,000 | -15.7% | 28,466 | -13.8% | 1.82% | -18.5% |
| Q2 2021 | $8,879,000 | +2.6% | 33,040 | -0.7% | 2.23% | -0.6% |
| Q1 2021 | $8,658,000 | +37.2% | 33,265 | -6.2% | 2.24% | +7.6% |
| Q2 2020 | $6,309,000 | +6.2% | 35,479 | -14.1% | 2.09% | -11.1% |
| Q1 2020 | $5,940,000 | -35.9% | 41,288 | -8.3% | 2.35% | -20.7% |
| Q4 2019 | $9,266,000 | +4.2% | 45,022 | -2.2% | 2.96% | -4.1% |
| Q3 2019 | $8,894,000 | +1.7% | 46,027 | +2.2% | 3.09% | -5.0% |
| Q2 2019 | $8,746,000 | +15.7% | 45,023 | +12.8% | 3.25% | +2.4% |
| Q1 2019 | $7,559,000 | +26.6% | 39,908 | +11.0% | 3.18% | +2.5% |
| Q4 2018 | $5,971,000 | -7.8% | 35,957 | +11.8% | 3.10% | +3.5% |
| Q3 2018 | $6,473,000 | +8.4% | 32,157 | +4.9% | 2.99% | -9.8% |
| Q2 2018 | $5,971,000 | +9.5% | 30,656 | +5.4% | 3.32% | +2.7% |
| Q1 2018 | $5,454,000 | +96.8% | 29,077 | +99.1% | 3.23% | +62.4% |
| Q4 2017 | $2,771,000 | – | 14,605 | – | 1.99% | – |
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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% |