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 | $13,374,327 | +16.9% | 228,543 | +21.3% | 0.36% | +8.1% |
| Q1 2024 | $11,442,094 | +10.0% | 188,378 | +402.1% | 0.33% | +2.5% |
| Q4 2023 | $10,398,978 | +13.9% | 37,521 | +2.5% | 0.33% | +2.2% |
| Q3 2023 | $9,127,269 | -4.0% | 36,604 | +0.7% | 0.32% | +0.6% |
| Q2 2023 | $9,504,073 | +9.6% | 36,347 | +4.8% | 0.32% | +5.7% |
| Q1 2023 | $8,675,135 | +0.9% | 34,678 | -2.4% | 0.30% | -3.5% |
| Q4 2022 | $8,594,738 | -11.7% | 35,532 | -20.0% | 0.31% | -14.8% |
| Q3 2022 | $9,733,000 | +9.6% | 44,393 | +23.1% | 0.36% | +10.6% |
| Q2 2022 | $8,879,000 | -9.5% | 36,070 | -1.3% | 0.33% | +5.8% |
| Q1 2022 | $9,806,000 | -7.0% | 36,544 | -1.9% | 0.31% | -0.6% |
| Q4 2021 | $10,547,000 | +8.2% | 37,258 | +0.6% | 0.31% | +0.6% |
| Q3 2021 | $9,746,000 | +2.5% | 37,047 | +4.7% | 0.31% | +3.0% |
| Q2 2021 | $9,508,000 | +1.9% | 35,382 | -1.3% | 0.30% | -3.5% |
| Q1 2021 | $9,327,000 | +14.4% | 35,833 | +1.0% | 0.31% | +8.3% |
| Q4 2020 | $8,155,000 | +27.5% | 35,482 | +2.8% | 0.29% | +10.3% |
| Q3 2020 | $6,395,000 | -0.5% | 34,510 | -4.5% | 0.26% | -7.4% |
| Q2 2020 | $6,425,000 | +2409.8% | 36,131 | +2643.4% | 0.28% | +1793.3% |
| Q2 2019 | $256,000 | +27.4% | 1,317 | +32.1% | 0.02% | +25.0% |
| Q3 2018 | $201,000 | – | 997 | – | 0.01% | – |
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% |