ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,820 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $136,644 | -3.7% | 2,335 | 0.0% | 0.02% | -6.2% |
| Q1 2024 | $141,828 | +9.6% | 2,335 | +400.0% | 0.02% | 0.0% |
| Q4 2023 | $129,429 | +23.6% | 467 | +11.2% | 0.02% | +14.3% |
| Q3 2023 | $104,727 | -4.6% | 420 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $109,822 | +4.5% | 420 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $105,067 | +102906.9% | 420 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $102 | -99.9% | 420 | 0.0% | 0.01% | +7.7% |
| Q3 2022 | $92,000 | -3.2% | 420 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $95,000 | +9400.0% | 420 | +8300.0% | 0.01% | – |
| Q1 2022 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | -92.9% | 5 | -93.8% | 0.00% | -100.0% |
| Q3 2017 | $14,000 | -78.8% | 80 | -79.0% | 0.00% | -80.0% |
| Q2 2017 | $66,000 | +1.5% | 381 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $65,000 | -35.0% | 381 | -37.1% | 0.01% | -33.3% |
| Q4 2016 | $100,000 | – | 606 | – | 0.02% | – |
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% |