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 | $995,830 | +67.4% | 3,994 | +75.6% | 0.92% | +73.2% |
| Q2 2023 | $594,790 | +14.3% | 2,275 | +9.3% | 0.53% | -2.2% |
| Q1 2023 | $520,466 | +3.1% | 2,081 | +3.3% | 0.54% | +3.0% |
| Q4 2022 | $504,926 | -4.4% | 2,014 | -7.5% | 0.52% | -7.9% |
| Q3 2022 | $528,000 | -0.8% | 2,178 | +2.6% | 0.57% | -0.9% |
| Q2 2022 | $532,000 | -12.4% | 2,122 | -9.0% | 0.58% | +4.9% |
| Q1 2022 | $607,000 | -17.1% | 2,332 | -14.8% | 0.55% | -21.0% |
| Q4 2021 | $732,000 | – | 2,736 | – | 0.69% | – |
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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% |