ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $548,892 | -2.7% | 2,201 | +2.0% | 0.18% | -1.1% |
| Q2 2023 | $564,350 | +0.9% | 2,158 | -3.4% | 0.19% | -8.3% |
| Q1 2023 | $559,177 | +25.7% | 2,235 | +10.2% | 0.20% | -2.9% |
| Q4 2022 | $444,932 | -0.0% | 2,029 | 0.0% | 0.21% | +0.5% |
| Q3 2022 | $445,000 | +1.6% | 2,029 | +6.2% | 0.21% | -11.8% |
| Q2 2022 | $438,000 | +23.4% | 1,910 | +44.4% | 0.24% | +34.7% |
| Q1 2022 | $355,000 | +17.5% | 1,323 | +24.0% | 0.18% | +16.6% |
| Q4 2021 | $302,000 | +10.6% | 1,067 | +2.7% | 0.15% | -1.9% |
| Q3 2021 | $273,000 | -2.5% | 1,039 | 0.0% | 0.15% | -1.3% |
| Q2 2021 | $280,000 | -7.0% | 1,039 | -10.3% | 0.16% | -21.2% |
| Q1 2021 | $301,000 | +11.1% | 1,158 | -1.6% | 0.20% | -2.0% |
| Q4 2020 | $271,000 | +1.5% | 1,177 | -22.7% | 0.20% | -34.0% |
| Q2 2020 | $267,000 | +13.1% | 1,522 | -6.2% | 0.31% | +26.4% |
| Q1 2020 | $236,000 | -29.3% | 1,622 | 0.0% | 0.24% | -22.7% |
| Q4 2019 | $334,000 | – | 1,622 | – | 0.31% | – |
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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% |