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 | $1,518,705 | +3.3% | 25,952 | +7.2% | 0.38% | -1.6% |
| Q1 2024 | $1,469,772 | +50.6% | 24,198 | +587.1% | 0.38% | +29.0% |
| Q4 2023 | $976,130 | +72.1% | 3,522 | +54.8% | 0.30% | -8.9% |
| Q3 2023 | $567,267 | +22.7% | 2,275 | +28.7% | 0.33% | +27.3% |
| Q2 2023 | $462,292 | +12.5% | 1,768 | +7.6% | 0.26% | +5.3% |
| Q1 2023 | $410,922 | +14.0% | 1,643 | +10.3% | 0.24% | +17.4% |
| Q4 2022 | $360,462 | +14.8% | 1,490 | +4.1% | 0.21% | +2.0% |
| Q3 2022 | $314,000 | -2.8% | 1,432 | +0.2% | 0.20% | +5.7% |
| Q2 2022 | $323,000 | -99.9% | 1,429 | +48.9% | 0.19% | +43.3% |
| Q1 2022 | $257,606,000 | +102124.6% | 960 | +8.0% | 0.13% | +4.7% |
| Q4 2021 | $252,000 | +20.6% | 889 | +11.8% | 0.13% | +14.3% |
| Q3 2021 | $209,000 | – | 795 | – | 0.11% | – |
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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% |