ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,626 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,516,563 | +6.4% | 145,540 | +10.5% | 0.24% | -2.1% |
| Q1 2024 | $8,002,730 | +6.0% | 131,762 | +383.7% | 0.24% | -8.3% |
| Q4 2023 | $7,550,214 | +41.5% | 27,242 | +27.3% | 0.26% | +19.9% |
| Q3 2023 | $5,336,180 | -6.6% | 21,400 | -2.1% | 0.22% | -7.9% |
| Q2 2023 | $5,715,086 | -28.2% | 21,858 | -31.3% | 0.24% | -35.3% |
| Q1 2023 | $7,960,949 | +52.1% | 31,824 | +47.0% | 0.37% | +38.4% |
| Q4 2022 | $5,235,064 | +44.5% | 21,642 | +31.0% | 0.27% | +32.0% |
| Q3 2022 | $3,622,000 | -12.8% | 16,521 | -10.0% | 0.20% | -11.0% |
| Q2 2022 | $4,153,000 | -8.0% | 18,358 | +9.6% | 0.23% | -13.3% |
| Q1 2022 | $4,514,000 | -8.8% | 16,752 | -4.5% | 0.26% | -14.1% |
| Q4 2021 | $4,952,000 | -3.5% | 17,536 | -10.1% | 0.31% | -13.6% |
| Q3 2021 | $5,131,000 | +7.3% | 19,503 | +9.5% | 0.35% | 0.0% |
| Q2 2021 | $4,782,000 | +161.7% | 17,819 | +153.8% | 0.35% | +101.1% |
| Q1 2021 | $1,827,000 | -14.0% | 7,020 | -24.1% | 0.18% | -20.0% |
| Q4 2020 | $2,124,000 | +10.3% | 9,245 | -11.0% | 0.22% | -6.8% |
| Q3 2020 | $1,925,000 | +0.2% | 10,390 | -3.8% | 0.24% | -24.8% |
| Q2 2020 | $1,921,000 | +17.6% | 10,806 | -4.9% | 0.31% | -27.5% |
| Q1 2020 | $1,634,000 | -50.0% | 11,364 | -28.4% | 0.43% | -40.4% |
| Q4 2019 | $3,266,000 | -7.1% | 15,866 | -12.8% | 0.73% | -14.3% |
| Q3 2019 | $3,515,000 | +7.1% | 18,192 | +7.7% | 0.85% | +2.9% |
| Q2 2019 | $3,281,000 | +2.9% | 16,886 | +0.3% | 0.82% | -18.8% |
| Q1 2019 | $3,189,000 | – | 16,839 | – | 1.02% | – |
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% |