ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,775 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $308,693 | -3.7% | 5,275 | 0.0% | 0.10% | -7.9% |
| Q1 2024 | $320,404 | +9.6% | 5,275 | +400.0% | 0.11% | -8.1% |
| Q4 2023 | $292,393 | +11.1% | 1,055 | 0.0% | 0.12% | +17.0% |
| Q3 2023 | $263,064 | -4.6% | 1,055 | 0.0% | 0.11% | -2.8% |
| Q2 2023 | $275,861 | +4.5% | 1,055 | 0.0% | 0.11% | +10.1% |
| Q1 2023 | $263,919 | +3.4% | 1,055 | 0.0% | 0.10% | -4.8% |
| Q4 2022 | $255,194 | +10.5% | 1,055 | 0.0% | 0.10% | +13.0% |
| Q3 2022 | $231,000 | -3.3% | 1,055 | 0.0% | 0.09% | 0.0% |
| Q2 2022 | $239,000 | -14.0% | 1,055 | 0.0% | 0.09% | -9.8% |
| Q3 2021 | $278,000 | – | 1,055 | – | 0.10% | – |
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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% |