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 | $2,476,328 | +0.4% | 9,931 | +5.3% | 1.05% | +4.3% |
| Q2 2023 | $2,466,314 | +10.4% | 9,432 | +5.6% | 1.01% | +3.4% |
| Q1 2023 | $2,233,483 | +1.1% | 8,928 | -2.3% | 0.98% | -4.6% |
| Q4 2022 | $2,210,177 | +8.4% | 9,137 | -1.7% | 1.02% | -2.8% |
| Q3 2022 | $2,038,899 | +10.0% | 9,299 | +13.5% | 1.05% | +13.5% |
| Q2 2022 | $1,853,050 | -14.8% | 8,191 | +1.1% | 0.93% | -1.3% |
| Q1 2022 | $2,174,091 | -4.5% | 8,102 | +0.7% | 0.94% | +2.5% |
| Q4 2021 | $2,277,662 | – | 8,046 | – | 0.92% | – |
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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% |