ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,606 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $748 | -98.7% | 3 | -98.6% | 0.00% | -97.6% |
| Q2 2023 | $57,264 | +7535.2% | 219 | +7200.0% | 0.04% | +4100.0% |
| Q1 2023 | $750 | -99.2% | 3 | -99.3% | 0.00% | -98.5% |
| Q4 2022 | $97,724 | +9672.4% | 404 | +13366.7% | 0.06% | – |
| Q3 2022 | $1,000 | 0.0% | 3 | 0.0% | 0.00% | -100.0% |
| Q2 2022 | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | -99.6% | 3 | -99.7% | 0.00% | -100.0% |
| Q4 2021 | $257,000 | +7.5% | 907 | 0.0% | 0.10% | -22.2% |
| Q3 2021 | $239,000 | -80.9% | 907 | -80.6% | 0.13% | -78.6% |
| Q2 2021 | $1,254,000 | +500.0% | 4,667 | +481.9% | 0.59% | +422.1% |
| Q1 2021 | $209,000 | – | 802 | – | 0.11% | – |
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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% |