ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $510,371 | -5.3% | 2,047 | -0.7% | 0.12% | -2.5% |
| Q2 2023 | $538,859 | +4.3% | 2,061 | -0.2% | 0.12% | -0.8% |
| Q1 2023 | $516,506 | +3.4% | 2,065 | -0.5% | 0.12% | -30.9% |
| Q4 2022 | $499,432 | +7.4% | 2,075 | -2.1% | 0.18% | -4.4% |
| Q3 2022 | $465,000 | -12.3% | 2,120 | -0.5% | 0.18% | +1.7% |
| Q2 2022 | $530,000 | -10.9% | 2,130 | -3.9% | 0.18% | +1.1% |
| Q1 2022 | $595,000 | -19.8% | 2,217 | -15.4% | 0.18% | -18.7% |
| Q4 2021 | $742,000 | +2.2% | 2,620 | +3.6% | 0.22% | +0.9% |
| Q3 2021 | $726,000 | +7.4% | 2,529 | +0.6% | 0.22% | +2.4% |
| Q2 2021 | $676,000 | +12.1% | 2,515 | +13.3% | 0.21% | +11.0% |
| Q1 2021 | $603,000 | +16.0% | 2,219 | -1.9% | 0.19% | -3.0% |
| Q4 2020 | $520,000 | – | 2,261 | – | 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% |