ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,849 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $59,354,225 | +114.8% | 1,009,081 | +124.9% | 2.60% | -31.8% |
| Q1 2024 | $27,638,719 | +111.2% | 448,633 | +862.6% | 3.81% | +19.4% |
| Q4 2023 | $13,088,820 | -5.3% | 46,608 | -15.8% | 3.19% | -50.6% |
| Q3 2023 | $13,814,461 | -3.2% | 55,380 | +1.4% | 6.45% | +0.9% |
| Q2 2023 | $14,274,056 | +6.7% | 54,589 | +2.1% | 6.39% | -0.6% |
| Q1 2023 | $13,375,086 | +3.6% | 53,466 | +0.2% | 6.43% | +0.3% |
| Q4 2022 | $12,908,551 | +6.1% | 53,365 | -3.8% | 6.41% | -8.9% |
| Q3 2022 | $12,169,000 | +0.1% | 55,500 | +3.4% | 7.04% | +0.3% |
| Q2 2022 | $12,158,000 | -13.9% | 53,659 | +2.3% | 7.02% | -11.4% |
| Q1 2022 | $14,122,000 | +5.5% | 52,440 | +10.9% | 7.92% | -1.8% |
| Q4 2021 | $13,384,000 | +11.9% | 47,269 | +3.7% | 8.07% | +6.2% |
| Q3 2021 | $11,956,000 | +3.8% | 45,569 | +6.3% | 7.60% | +2.0% |
| Q2 2021 | $11,520,000 | +8.8% | 42,870 | +5.3% | 7.46% | -3.3% |
| Q1 2021 | $10,592,000 | +23.5% | 40,696 | +8.7% | 7.71% | +7.0% |
| Q4 2020 | $8,575,000 | +41.5% | 37,426 | +14.4% | 7.20% | +16.9% |
| Q3 2020 | $6,060,000 | +47.9% | 32,702 | +43.5% | 6.16% | +24.5% |
| Q2 2020 | $4,096,000 | +62.3% | 22,790 | +29.9% | 4.95% | +26.0% |
| Q1 2020 | $2,524,000 | +118.0% | 17,546 | +211.9% | 3.93% | +185.1% |
| Q4 2019 | $1,158,000 | +22.8% | 5,625 | +15.2% | 1.38% | +12.7% |
| Q3 2019 | $943,000 | +100.6% | 4,882 | +101.9% | 1.22% | +88.4% |
| Q2 2019 | $470,000 | +2.4% | 2,418 | -0.2% | 0.65% | -1.2% |
| Q1 2019 | $459,000 | +56.1% | 2,423 | +36.7% | 0.66% | +33.3% |
| Q4 2018 | $294,000 | – | 1,773 | – | 0.49% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pachira Investments Inc. | 152,236 | $27,235,000 | 24.00% |
| ARKANSAS FINANCIAL GROUP, INC. | 276,435 | $49,454,000 | 22.32% |
| Lee Financial Co | 315,797 | $56,496,000 | 18.23% |
| Tarbox Family Office, Inc. | 217,016 | $38,824,000 | 17.02% |
| Affiance Financial, LLC | 114,958 | $20,566,000 | 16.56% |
| Connecticut Wealth Management, LLC | 154,145 | $27,859,000 | 16.37% |
| Legacy Wealth Management, Inc | 355,437 | $63,587,000 | 16.18% |
| EVERMAY WEALTH MANAGEMENT LLC | 199,280 | $35,651,000 | 15.48% |
| Acropolis Investment Management, LLC | 508,376 | $90,948,000 | 14.88% |
| Lenox Wealth Advisors, LLC | 255,820 | $45,775,000 | 14.11% |