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 | $376 | +5.9% | 6,420 | +9.9% | 0.03% | +8.3% |
| Q1 2024 | $355 | +3.5% | 5,840 | +371.7% | 0.02% | -4.0% |
| Q4 2023 | $343 | +15.1% | 1,238 | +3.5% | 0.02% | +4.2% |
| Q3 2023 | $298 | +30.7% | 1,196 | +37.2% | 0.02% | +33.3% |
| Q2 2023 | $228 | +4.6% | 872 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $218 | +3.3% | 872 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $211 | -99.9% | 872 | -19.3% | 0.02% | -21.7% |
| Q3 2022 | $237,000 | -4.0% | 1,080 | -0.9% | 0.02% | +4.5% |
| Q2 2022 | $247,000 | -29.4% | 1,090 | -16.4% | 0.02% | -18.5% |
| Q1 2022 | $350,000 | +18.2% | 1,304 | +24.5% | 0.03% | +17.4% |
| Q4 2021 | $296,000 | +7.6% | 1,047 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $275,000 | -3.8% | 1,047 | -1.6% | 0.02% | -4.2% |
| Q2 2021 | $286,000 | +26.0% | 1,064 | -32.4% | 0.02% | -47.8% |
| Q1 2016 | $227,000 | +3.7% | 1,574 | 0.0% | 0.05% | 0.0% |
| Q4 2015 | $219,000 | +1.9% | 1,574 | 0.0% | 0.05% | -6.1% |
| Q3 2015 | $215,000 | – | 1,574 | – | 0.05% | – |
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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% |