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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $4,108 | +4.7% | 67,629 | +377.7% | 1.90% | -1.5% |
| Q4 2023 | $3,923 | +19.2% | 14,156 | +7.3% | 1.93% | +3.3% |
| Q3 2023 | $3,291 | -0.8% | 13,198 | -0.5% | 1.87% | +1.4% |
| Q1 2023 | $3,317 | +33.1% | 13,261 | +28.7% | 1.84% | +2.3% |
| Q4 2022 | $2,493 | -99.9% | 10,306 | -2.5% | 1.80% | +2.7% |
| Q3 2022 | $2,318,000 | -85.7% | 10,570 | -58.7% | 1.76% | +222.8% |
| Q1 2022 | $16,250,000 | +406150.0% | 25,624 | +100.4% | 0.54% | -76.7% |
| Q4 2021 | $4,000 | – | 12,787 | – | 2.34% | – |
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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% |