ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,878 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $494,462 | -11.3% | 1,983 | -6.9% | 0.54% | -5.9% |
| Q2 2023 | $557,214 | +4.5% | 2,131 | 0.0% | 0.58% | -1.0% |
| Q1 2023 | $533,091 | -61.2% | 2,131 | -62.5% | 0.58% | -44.5% |
| Q4 2022 | $1,374,802 | +10.2% | 5,684 | -0.2% | 1.05% | +4.0% |
| Q3 2022 | $1,248,000 | -3.1% | 5,694 | 0.0% | 1.01% | -0.4% |
| Q2 2022 | $1,288,000 | -19.6% | 5,694 | -4.6% | 1.02% | -7.6% |
| Q1 2022 | $1,602,000 | -10.6% | 5,971 | -5.7% | 1.10% | +1.8% |
| Q4 2021 | $1,792,000 | +31.9% | 6,331 | +22.6% | 1.08% | +17.5% |
| Q3 2021 | $1,359,000 | +10.9% | 5,166 | +13.3% | 0.92% | +4.8% |
| Q2 2021 | $1,225,000 | – | 4,559 | – | 0.88% | – |
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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% |