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 2024 | $2,784,743 | +4.6% | 47,586 | +8.5% | 0.44% | -5.8% |
| Q1 2024 | $2,663,060 | +12.7% | 43,844 | +414.2% | 0.46% | -9.8% |
| Q4 2023 | $2,362,983 | +11.2% | 8,526 | +0.0% | 0.51% | -3.6% |
| Q3 2023 | $2,125,739 | -3.1% | 8,525 | +1.6% | 0.53% | -2.6% |
| Q2 2023 | $2,194,443 | +12.9% | 8,392 | +8.0% | 0.54% | -4.6% |
| Q1 2023 | $1,943,297 | +5.4% | 7,768 | +1.9% | 0.57% | -5.3% |
| Q4 2022 | $1,843,352 | +13.6% | 7,621 | +6.2% | 0.60% | -6.5% |
| Q3 2022 | $1,623,000 | 0.0% | 7,174 | 0.0% | 0.64% | 0.0% |
| Q2 2022 | $1,623,000 | -11.7% | 7,174 | +10.5% | 0.64% | -2.4% |
| Q1 2022 | $1,838,000 | 0.0% | 6,493 | 0.0% | 0.66% | 0.0% |
| Q4 2021 | $1,838,000 | +43.1% | 6,493 | +33.0% | 0.66% | +22.4% |
| Q3 2021 | $1,284,000 | +47.1% | 4,881 | +50.2% | 0.54% | +37.4% |
| Q2 2021 | $873,000 | +3.9% | 3,250 | +0.7% | 0.39% | -7.7% |
| Q1 2021 | $840,000 | -13.4% | 3,226 | -23.6% | 0.43% | -17.4% |
| Q4 2020 | $970,000 | +28.6% | 4,222 | +3.7% | 0.52% | +7.9% |
| Q3 2020 | $754,000 | +5.3% | 4,071 | +1.1% | 0.48% | -3.0% |
| Q2 2020 | $716,000 | +41.2% | 4,025 | +14.2% | 0.49% | +4.2% |
| Q1 2020 | $507,000 | -32.0% | 3,526 | -2.7% | 0.47% | -17.6% |
| Q4 2019 | $746,000 | +9.4% | 3,625 | +2.7% | 0.57% | -5.1% |
| Q3 2019 | $682,000 | +0.9% | 3,530 | +1.4% | 0.60% | -3.0% |
| Q2 2019 | $676,000 | -1.3% | 3,481 | -3.8% | 0.62% | -8.0% |
| Q1 2019 | $685,000 | +9.4% | 3,618 | +16.4% | 0.68% | +35.3% |
| Q4 2018 | $626,000 | – | 3,109 | – | 0.50% | – |
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% |