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 | $7,879,460 | -5.3% | 31,600 | -0.6% | 2.13% | -2.9% |
| Q2 2023 | $8,316,633 | +11.4% | 31,806 | +6.6% | 2.20% | +1.6% |
| Q1 2023 | $7,465,525 | +14.2% | 29,843 | +10.4% | 2.16% | +7.4% |
| Q4 2022 | $6,538,770 | +675.7% | 27,032 | +602.5% | 2.01% | +599.0% |
| Q3 2022 | $843,000 | -3.4% | 3,848 | -0.4% | 0.29% | -0.7% |
| Q2 2022 | $873,000 | -6.0% | 3,863 | +11.5% | 0.29% | +12.0% |
| Q1 2022 | $929,000 | +105.1% | 3,464 | +116.4% | 0.26% | +121.4% |
| Q4 2021 | $453,000 | +7.6% | 1,601 | 0.0% | 0.12% | +1.7% |
| Q3 2021 | $421,000 | -2.1% | 1,601 | 0.0% | 0.12% | -5.7% |
| Q2 2021 | $430,000 | +33.1% | 1,601 | +28.8% | 0.12% | +23.2% |
| Q1 2021 | $323,000 | +13.3% | 1,243 | 0.0% | 0.10% | +8.8% |
| Q4 2020 | $285,000 | +23.9% | 1,243 | 0.0% | 0.09% | +8.3% |
| Q3 2020 | $230,000 | +4.1% | 1,243 | 0.0% | 0.08% | -7.7% |
| Q2 2020 | $221,000 | +3.8% | 1,243 | -16.1% | 0.09% | -17.3% |
| Q1 2020 | $213,000 | -60.3% | 1,481 | -43.3% | 0.11% | -46.1% |
| Q4 2019 | $537,000 | – | 2,613 | – | 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% |