ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,820 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $695,401 | -10.6% | 11,883 | -7.3% | 0.11% | -14.9% |
| Q1 2024 | $778,280 | +8.4% | 12,813 | +394.5% | 0.13% | -2.9% |
| Q4 2023 | $717,962 | +16.0% | 2,591 | +4.4% | 0.14% | -2.8% |
| Q3 2023 | $618,888 | -5.1% | 2,482 | -0.4% | 0.14% | -9.0% |
| Q2 2023 | $651,871 | +9.8% | 2,493 | +5.1% | 0.16% | +7.6% |
| Q1 2023 | $593,463 | +4.2% | 2,372 | +0.7% | 0.14% | -3.3% |
| Q4 2022 | $569,636 | +8.1% | 2,355 | -2.0% | 0.15% | -12.3% |
| Q3 2022 | $527,000 | -2.0% | 2,404 | +1.1% | 0.17% | -6.6% |
| Q2 2022 | $538,000 | -15.4% | 2,378 | +0.3% | 0.18% | -2.7% |
| Q1 2022 | $636,000 | -5.2% | 2,371 | 0.0% | 0.19% | -6.5% |
| Q4 2021 | $671,000 | +7.5% | 2,371 | 0.0% | 0.20% | -14.1% |
| Q3 2021 | $624,000 | -2.0% | 2,371 | 0.0% | 0.23% | -6.4% |
| Q2 2021 | $637,000 | +3.2% | 2,371 | 0.0% | 0.25% | -9.7% |
| Q1 2021 | $617,000 | – | 2,371 | – | 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% |