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 | $422,944 | -2.0% | 7,227 | +1.8% | 0.13% | -5.0% |
| Q1 2024 | $431,406 | -7.9% | 7,102 | +320.2% | 0.14% | -15.7% |
| Q4 2023 | $468,515 | +6.6% | 1,690 | -4.1% | 0.17% | -6.2% |
| Q3 2023 | $439,499 | -2.7% | 1,763 | +2.0% | 0.18% | +3.5% |
| Q2 2023 | $451,727 | +4.8% | 1,728 | +0.3% | 0.17% | -2.3% |
| Q1 2023 | $430,910 | +3.8% | 1,723 | +0.4% | 0.18% | -2.2% |
| Q4 2022 | $415,072 | +11.6% | 1,716 | +1.0% | 0.18% | +7.8% |
| Q3 2022 | $372,000 | +16.6% | 1,699 | +20.3% | 0.17% | +0.6% |
| Q2 2022 | $319,000 | -21.0% | 1,412 | -6.3% | 0.16% | -27.0% |
| Q1 2022 | $404,000 | -8.6% | 1,507 | -3.5% | 0.23% | -3.4% |
| Q4 2021 | $442,000 | +8.3% | 1,562 | +0.7% | 0.23% | -2.1% |
| Q3 2021 | $408,000 | -87.2% | 1,551 | -96.2% | 0.24% | -87.2% |
| Q2 2021 | $3,188,000 | +597.6% | 40,414 | +2200.2% | 1.87% | +643.3% |
| Q1 2021 | $457,000 | +13.1% | 1,757 | 0.0% | 0.25% | +16.7% |
| Q4 2020 | $404,000 | +25.5% | 1,757 | +1.0% | 0.22% | +12.5% |
| Q3 2020 | $322,000 | -2.1% | 1,739 | -6.1% | 0.19% | -1.5% |
| Q2 2020 | $329,000 | – | 1,851 | – | 0.20% | – |
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% |