ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,903 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,502,911 | -19.7% | 25,682 | -16.6% | 0.38% | -17.9% |
| Q1 2024 | $1,871,096 | -81.4% | 30,805 | -14.9% | 0.46% | -80.1% |
| Q4 2023 | $10,037,819 | -11.3% | 36,218 | -20.2% | 2.34% | -19.6% |
| Q3 2023 | $11,311,763 | +21.4% | 45,365 | +27.3% | 2.90% | +21.1% |
| Q2 2023 | $9,316,271 | -15.0% | 35,629 | -18.7% | 2.40% | -19.0% |
| Q1 2023 | $10,966,014 | -31.6% | 43,836 | -33.9% | 2.96% | -40.3% |
| Q4 2022 | $16,043,112 | +224.0% | 66,324 | +122.4% | 4.96% | +58.7% |
| Q4 2018 | $4,952,000 | – | 29,823 | – | 3.13% | – |
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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% |