ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,849 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $740,000 | -14.8% | 3,271 | +1.0% | 0.37% | -5.4% |
| Q1 2022 | $869,000 | -6.5% | 3,238 | -1.3% | 0.39% | -6.2% |
| Q4 2021 | $929,000 | +8.1% | 3,282 | +0.4% | 0.42% | -7.3% |
| Q3 2021 | $859,000 | +47.6% | 3,268 | +50.8% | 0.45% | +42.7% |
| Q2 2021 | $582,000 | +1.4% | 2,167 | -1.8% | 0.32% | -5.7% |
| Q1 2021 | $574,000 | +13.7% | 2,207 | +0.4% | 0.34% | +8.1% |
| Q4 2020 | $505,000 | +25.6% | 2,199 | +1.5% | 0.31% | +8.0% |
| Q3 2020 | $402,000 | +6.9% | 2,167 | +2.5% | 0.29% | -3.0% |
| Q2 2020 | $376,000 | +24.5% | 2,115 | +0.8% | 0.30% | +3.9% |
| Q1 2020 | $302,000 | – | 2,099 | – | 0.28% | – |
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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% |