ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,750 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $498,883 | -3.7% | 8,525 | 0.0% | 0.12% | -5.5% |
| Q1 2024 | $517,808 | +9.6% | 8,525 | +400.0% | 0.13% | +2.4% |
| Q4 2023 | $472,541 | +2.2% | 1,705 | -8.1% | 0.12% | -6.0% |
| Q3 2023 | $462,544 | +76.0% | 1,855 | +84.6% | 0.13% | +84.7% |
| Q2 2023 | $262,787 | +4.5% | 1,005 | 0.0% | 0.07% | -2.7% |
| Q1 2023 | $251,411 | +3.4% | 1,005 | 0.0% | 0.07% | -3.9% |
| Q4 2022 | $243,099 | +10.5% | 1,005 | 0.0% | 0.08% | +5.5% |
| Q3 2022 | $220,000 | -3.1% | 1,005 | 0.0% | 0.07% | +2.8% |
| Q2 2022 | $227,000 | -15.9% | 1,005 | 0.0% | 0.07% | +2.9% |
| Q1 2022 | $270,000 | -4.9% | 1,005 | 0.0% | 0.07% | +3.0% |
| Q4 2021 | $284,000 | +7.6% | 1,005 | 0.0% | 0.07% | -2.9% |
| Q3 2021 | $264,000 | -2.2% | 1,005 | 0.0% | 0.07% | -2.8% |
| Q2 2021 | $270,000 | +3.1% | 1,005 | 0.0% | 0.07% | -5.3% |
| Q1 2021 | $262,000 | +13.4% | 1,005 | 0.0% | 0.08% | +13.6% |
| Q4 2020 | $231,000 | – | 1,005 | – | 0.07% | – |
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% |