ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,562 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $498,693 | +4.6% | 1,907 | +0.1% | 0.41% | +13.3% |
| Q1 2023 | $476,850 | +3.6% | 1,906 | +0.2% | 0.36% | -1.6% |
| Q4 2022 | $460,357 | +3.5% | 1,903 | -6.3% | 0.37% | -4.4% |
| Q3 2022 | $445,000 | -4.7% | 2,031 | -1.7% | 0.38% | +4.6% |
| Q2 2022 | $467,000 | -15.7% | 2,066 | 0.0% | 0.37% | -8.5% |
| Q1 2022 | $554,000 | -4.0% | 2,066 | +1.4% | 0.40% | -0.2% |
| Q4 2021 | $577,000 | +7.6% | 2,038 | 0.0% | 0.40% | -1.5% |
| Q3 2021 | $536,000 | -2.5% | 2,038 | -0.3% | 0.41% | -2.6% |
| Q2 2021 | $550,000 | +3.4% | 2,045 | 0.0% | 0.42% | -5.6% |
| Q1 2021 | $532,000 | -2.7% | 2,045 | -14.1% | 0.44% | -12.1% |
| Q4 2020 | $547,000 | – | 2,380 | – | 0.51% | – |
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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% |