ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,903 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,314,652 | -7.6% | 73,730 | -4.1% | 0.65% | -9.5% |
| Q1 2024 | $4,670,858 | +4.6% | 76,899 | +377.4% | 0.72% | +19.4% |
| Q4 2023 | $4,464,497 | +1056.4% | 16,109 | +940.6% | 0.60% | +613.1% |
| Q3 2023 | $386,072 | +15993.0% | 1,548 | -83.1% | 0.08% | -78.2% |
| Q2 2023 | $2,399 | +5.0% | 9,176 | +0.5% | 0.39% | +2.9% |
| Q1 2023 | $2,285 | +3.2% | 9,134 | -0.3% | 0.38% | -9.9% |
| Q4 2022 | $2,215 | -99.4% | 9,157 | +491.5% | 0.42% | +395.2% |
| Q3 2022 | $386,072 | -82.5% | 1,548 | -83.2% | 0.08% | -83.0% |
| Q2 2022 | $2,202,000 | -10.0% | 9,208 | -1.8% | 0.49% | -0.6% |
| Q1 2022 | $2,447,000 | – | 9,379 | – | 0.50% | – |
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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% |