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 | $19,805,582 | -3.4% | 79,420 | +1.3% | 14.41% | -1.1% |
| Q2 2023 | $20,502,165 | +6.3% | 78,399 | +1.7% | 14.57% | -2.3% |
| Q1 2023 | $19,291,093 | +4.4% | 77,108 | +1.0% | 14.91% | -4.9% |
| Q4 2022 | $18,475,871 | +11.0% | 76,373 | +0.6% | 15.68% | -0.1% |
| Q3 2022 | $16,650,000 | -2.7% | 75,929 | +0.4% | 15.70% | -2.7% |
| Q2 2022 | $17,108,000 | -15.1% | 75,593 | +0.6% | 16.14% | -0.7% |
| Q1 2022 | $20,156,000 | -2.2% | 75,108 | +3.2% | 16.26% | +1.1% |
| Q4 2021 | $20,607,000 | – | 72,757 | – | 16.08% | – |
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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% |