ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,775 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,457,460 | -4.7% | 229,963 | -1.1% | 5.35% | -4.3% |
| Q1 2024 | $14,126,010 | +9.8% | 232,565 | +401.0% | 5.59% | -0.9% |
| Q4 2023 | $12,865,232 | +8.3% | 46,420 | -2.5% | 5.64% | +3.8% |
| Q3 2023 | $11,877,196 | -5.6% | 47,632 | -1.0% | 5.43% | -5.9% |
| Q2 2023 | $12,584,569 | +32.4% | 48,128 | +26.6% | 5.77% | +27.1% |
| Q1 2023 | $9,508,194 | +16.4% | 38,008 | +12.6% | 4.54% | +7.5% |
| Q4 2022 | $8,167,523 | +10.6% | 33,765 | +0.3% | 4.22% | -1.9% |
| Q3 2022 | $7,382,000 | -0.2% | 33,667 | +3.0% | 4.31% | +3.6% |
| Q2 2022 | $7,395,000 | -2.3% | 32,689 | +15.9% | 4.16% | +2.5% |
| Q1 2022 | $7,572,000 | -22.2% | 28,216 | -18.0% | 4.06% | -22.7% |
| Q4 2021 | $9,736,000 | +10.5% | 34,393 | +2.7% | 5.25% | +3.9% |
| Q3 2021 | $8,814,000 | +5.2% | 33,502 | +7.5% | 5.05% | -0.8% |
| Q2 2021 | $8,377,000 | +5.2% | 31,174 | +1.9% | 5.09% | -0.7% |
| Q1 2021 | $7,966,000 | +15.2% | 30,606 | +1.7% | 5.13% | +21.1% |
| Q4 2020 | $6,913,000 | +16.5% | 30,080 | -6.1% | 4.23% | +4.1% |
| Q3 2020 | $5,935,000 | +9.3% | 32,028 | +4.9% | 4.06% | -2.1% |
| Q2 2020 | $5,429,000 | +84.5% | 30,533 | +49.3% | 4.15% | +40.9% |
| Q1 2020 | $2,942,000 | -39.3% | 20,451 | -13.0% | 2.95% | -18.7% |
| Q4 2019 | $4,849,000 | – | 23,519 | – | 3.63% | – |
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% |