ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,903 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $56 | -3.4% | 963 | +0.3% | 0.01% | -10.0% |
| Q1 2024 | $58 | +9.4% | 960 | +400.0% | 0.01% | 0.0% |
| Q4 2023 | $53 | +12.8% | 192 | +1.1% | 0.01% | 0.0% |
| Q3 2023 | $47 | -29.9% | 190 | -26.4% | 0.01% | -23.1% |
| Q2 2023 | $67 | +4.7% | 258 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $64 | -39.6% | 257 | -41.2% | 0.01% | -43.5% |
| Q4 2022 | $106 | -99.9% | 437 | +0.5% | 0.02% | 0.0% |
| Q3 2022 | $95,000 | -3.1% | 435 | 0.0% | 0.02% | +4.5% |
| Q2 2022 | $98,000 | +15.3% | 435 | +37.7% | 0.02% | +37.5% |
| Q1 2022 | $85,000 | +13.3% | 316 | +19.2% | 0.02% | +14.3% |
| Q4 2021 | $75,000 | -2.6% | 265 | -9.6% | 0.01% | -12.5% |
| Q3 2021 | $77,000 | +8.5% | 293 | +10.6% | 0.02% | 0.0% |
| Q2 2021 | $71,000 | +2.9% | 265 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $69,000 | +13.1% | 265 | 0.0% | 0.02% | +6.2% |
| Q4 2020 | $61,000 | +15.1% | 265 | -7.0% | 0.02% | 0.0% |
| Q3 2020 | $53,000 | -32.1% | 285 | -34.8% | 0.02% | -30.4% |
| Q2 2020 | $78,000 | +30.0% | 437 | +4.0% | 0.02% | +21.1% |
| Q1 2020 | $60,000 | -30.2% | 420 | 0.0% | 0.02% | -20.8% |
| Q4 2019 | $86,000 | +6.2% | 420 | +0.2% | 0.02% | 0.0% |
| Q3 2019 | $81,000 | 0.0% | 419 | 0.0% | 0.02% | -4.0% |
| Q2 2019 | $81,000 | +153.1% | 419 | +145.0% | 0.02% | +127.3% |
| Q1 2019 | $32,000 | +14.3% | 171 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $28,000 | +3.7% | 171 | -17.8% | 0.01% | +10.0% |
| Q3 2018 | $27,000 | -34.1% | 208 | 0.0% | 0.01% | -37.5% |
| Q2 2018 | $41,000 | +5.1% | 208 | 0.0% | 0.02% | +6.7% |
| Q1 2018 | $39,000 | 0.0% | 208 | 0.0% | 0.02% | -6.2% |
| Q4 2017 | $39,000 | +5.4% | 208 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $37,000 | +2.8% | 208 | 0.0% | 0.02% | -5.9% |
| Q2 2017 | $36,000 | -25.0% | 208 | -25.2% | 0.02% | -29.2% |
| Q1 2017 | $48,000 | +4.3% | 278 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $46,000 | +7.0% | 278 | 0.0% | 0.02% | +4.3% |
| Q3 2016 | $43,000 | -41.1% | 278 | -43.1% | 0.02% | -42.5% |
| Q2 2016 | $73,000 | +4.3% | 489 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $70,000 | +2.9% | 489 | 0.0% | 0.04% | -2.4% |
| Q4 2015 | $68,000 | +1.5% | 489 | 0.0% | 0.04% | 0.0% |
| Q3 2015 | $67,000 | -8.2% | 489 | 0.0% | 0.04% | -2.4% |
| Q2 2015 | $73,000 | -1.4% | 489 | 0.0% | 0.04% | -2.3% |
| Q1 2015 | $74,000 | – | 489 | – | 0.04% | – |
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% |