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 | $1,228,743 | -8.1% | 20,997 | -4.6% | 0.12% | -5.7% |
| Q1 2024 | $1,336,924 | +8.2% | 22,010 | +393.6% | 0.12% | +8.0% |
| Q4 2023 | $1,235,716 | +2.7% | 4,459 | -7.6% | 0.11% | -5.8% |
| Q3 2023 | $1,203,277 | +14.4% | 4,826 | +19.9% | 0.12% | +11.1% |
| Q2 2023 | $1,052,105 | +11.1% | 4,024 | +3.2% | 0.11% | +5.9% |
| Q1 2023 | $946,725 | +0.4% | 3,900 | 0.0% | 0.10% | 0.0% |
| Q4 2022 | $943,287 | +1.4% | 3,900 | -8.1% | 0.10% | -6.4% |
| Q3 2022 | $930,000 | -0.3% | 4,242 | +2.9% | 0.11% | +6.9% |
| Q2 2022 | $933,000 | -12.8% | 4,122 | +3.4% | 0.10% | 0.0% |
| Q1 2022 | $1,070,000 | -46.7% | 3,987 | -43.8% | 0.10% | -44.0% |
| Q4 2021 | $2,009,000 | +13.1% | 7,097 | +5.1% | 0.18% | +5.8% |
| Q3 2021 | $1,777,000 | +96.4% | 6,754 | +100.7% | 0.17% | +97.7% |
| Q2 2021 | $905,000 | +28.6% | 3,366 | +24.4% | 0.09% | +64.2% |
| Q1 2021 | $704,000 | – | 2,706 | – | 0.05% | – |
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% |