ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,750 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $381,885 | -9.0% | 6,526 | -5.6% | 0.03% | -27.5% |
| Q1 2024 | $419,829 | +52.4% | 6,912 | +595.4% | 0.04% | +48.1% |
| Q4 2023 | $275,473 | +15.8% | 994 | +4.5% | 0.03% | +8.0% |
| Q3 2023 | $237,927 | -40.4% | 951 | -37.7% | 0.02% | -30.6% |
| Q2 2023 | $399,175 | -9.4% | 1,526 | -13.3% | 0.04% | -14.3% |
| Q1 2023 | $440,434 | +73.5% | 1,760 | +67.8% | 0.04% | +50.0% |
| Q4 2022 | $253,818 | -69.2% | 1,049 | -71.2% | 0.03% | -77.2% |
| Q2 2022 | $824,000 | -15.6% | 3,644 | +0.1% | 0.12% | +12.8% |
| Q1 2022 | $976,000 | -9.0% | 3,639 | -3.9% | 0.11% | -2.7% |
| Q4 2021 | $1,072,000 | +7.2% | 3,788 | -0.4% | 0.11% | -2.6% |
| Q3 2021 | $1,000,000 | -72.0% | 3,803 | -71.3% | 0.12% | -73.6% |
| Q2 2021 | $3,566,000 | -0.5% | 13,268 | -3.6% | 0.44% | -39.5% |
| Q1 2021 | $3,584,000 | +833.3% | 13,769 | +723.5% | 0.72% | +798.8% |
| Q4 2020 | $384,000 | -4.5% | 1,672 | -23.0% | 0.08% | +23.1% |
| Q3 2020 | $402,000 | -35.9% | 2,172 | -38.4% | 0.06% | -39.3% |
| Q2 2020 | $627,000 | +18.3% | 3,524 | -4.4% | 0.11% | -5.3% |
| Q1 2020 | $530,000 | -2.0% | 3,687 | +40.4% | 0.11% | +31.4% |
| Q4 2019 | $541,000 | – | 2,626 | – | 0.09% | – |
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% |