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 | $236,714 | -6.4% | 4,045 | -2.9% | 0.04% | -4.3% |
| Q1 2024 | $252,983 | +12.4% | 4,165 | +412.9% | 0.05% | +2.2% |
| Q4 2023 | $225,046 | +5.9% | 812 | -4.7% | 0.05% | -4.2% |
| Q3 2023 | $212,447 | -4.6% | 852 | 0.0% | 0.05% | -4.0% |
| Q2 2023 | $222,781 | +4.5% | 852 | 0.0% | 0.05% | 0.0% |
| Q1 2023 | $213,137 | +3.4% | 852 | 0.0% | 0.05% | -5.7% |
| Q4 2022 | $206,090 | -10.0% | 852 | 0.0% | 0.05% | +12.8% |
| Q1 2022 | $229,000 | -5.0% | 852 | 0.0% | 0.05% | -4.1% |
| Q4 2021 | $241,000 | +7.6% | 852 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $224,000 | -2.2% | 852 | 0.0% | 0.05% | -5.8% |
| Q2 2021 | $229,000 | +3.2% | 852 | 0.0% | 0.05% | -3.7% |
| Q1 2021 | $222,000 | – | 852 | – | 0.05% | – |
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% |