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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $317,060 | +79.9% | 1,144 | +61.8% | 0.02% | +70.0% |
| Q3 2023 | $176,290 | -4.6% | 707 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $184,866 | +6268.1% | 707 | +5791.7% | 0.01% | +900.0% |
| Q4 2022 | $2,903 | -98.6% | 12 | -98.5% | 0.00% | -91.7% |
| Q1 2022 | $211,000 | -7.5% | 785 | -2.7% | 0.01% | -7.7% |
| Q4 2021 | $228,000 | -6.2% | 807 | -12.6% | 0.01% | -13.3% |
| Q3 2021 | $243,000 | -2.0% | 923 | +0.2% | 0.02% | -6.2% |
| Q2 2021 | $248,000 | -0.4% | 921 | -3.7% | 0.02% | -5.9% |
| Q1 2021 | $249,000 | +11.7% | 956 | -1.3% | 0.02% | +6.2% |
| Q4 2020 | $223,000 | -3.0% | 969 | -15.3% | 0.02% | -38.5% |
| Q3 2018 | $230,000 | -8.0% | 1,144 | -10.9% | 0.03% | -13.3% |
| Q2 2018 | $250,000 | +22.0% | 1,284 | +19.0% | 0.03% | +25.0% |
| Q4 2017 | $205,000 | – | 1,079 | – | 0.02% | – |
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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% |