ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,750 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,465,527 | -4.4% | 42,131 | -0.8% | 0.96% | -6.5% |
| Q1 2024 | $2,579,637 | +9.6% | 42,470 | +400.0% | 1.02% | 0.0% |
| Q4 2023 | $2,354,120 | +11.2% | 8,494 | +0.0% | 1.02% | +6.9% |
| Q3 2023 | $2,117,795 | -4.6% | 8,493 | 0.0% | 0.96% | -2.7% |
| Q2 2023 | $2,220,818 | +4.5% | 8,493 | 0.0% | 0.98% | -4.1% |
| Q1 2023 | $2,124,612 | -12.4% | 8,493 | -15.3% | 1.02% | -12.9% |
| Q4 2022 | $2,424,872 | +10.3% | 10,025 | +0.0% | 1.18% | +0.8% |
| Q3 2022 | $2,198,000 | -3.1% | 10,024 | 0.0% | 1.17% | +3.1% |
| Q2 2022 | $2,268,000 | -15.7% | 10,024 | 0.0% | 1.13% | -1.4% |
| Q1 2022 | $2,690,000 | -5.2% | 10,024 | +0.0% | 1.15% | -0.7% |
| Q4 2021 | $2,837,000 | +7.6% | 10,023 | 0.0% | 1.16% | -1.5% |
| Q3 2021 | $2,637,000 | -2.1% | 10,023 | 0.0% | 1.17% | -0.8% |
| Q2 2021 | $2,693,000 | -4.4% | 10,023 | -7.4% | 1.18% | -10.1% |
| Q1 2021 | $2,818,000 | +13.3% | 10,827 | 0.0% | 1.32% | +5.7% |
| Q4 2020 | $2,488,000 | +24.0% | 10,827 | 0.0% | 1.25% | +12.3% |
| Q3 2020 | $2,006,000 | +4.2% | 10,827 | +0.0% | 1.11% | -2.0% |
| Q2 2020 | $1,925,000 | +23.6% | 10,826 | 0.0% | 1.13% | +5.8% |
| Q1 2020 | $1,557,000 | -39.9% | 10,826 | -14.0% | 1.07% | +5.6% |
| Q4 2019 | $2,590,000 | +5.5% | 12,585 | -0.9% | 1.01% | +1.9% |
| Q3 2019 | $2,455,000 | -3.9% | 12,705 | -3.4% | 1.00% | -5.7% |
| Q2 2019 | $2,555,000 | – | 13,153 | – | 1.06% | – |
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% |