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 | $53,253 | -3.7% | 910 | 0.0% | 0.02% | -9.5% |
| Q1 2024 | $55,273 | +291.0% | 910 | +1684.3% | 0.02% | +250.0% |
| Q4 2023 | $14,135 | +11.2% | 51 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $12,717 | -8.2% | 51 | -3.8% | 0.01% | -14.3% |
| Q2 2023 | $13,858 | +0.7% | 53 | -3.6% | 0.01% | 0.0% |
| Q1 2023 | $13,759 | +3.4% | 55 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $13,304 | +10.9% | 55 | 0.0% | 0.01% | +14.3% |
| Q3 2022 | $12,000 | 0.0% | 55 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $12,000 | +500.0% | 55 | +587.5% | 0.01% | +700.0% |
| Q1 2022 | $2,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,000 | -83.3% | 8 | -82.6% | 0.00% | -88.9% |
| Q3 2021 | $12,000 | +1100.0% | 46 | +2200.0% | 0.01% | +800.0% |
| Q2 2021 | $1,000 | 0.0% | 2 | -50.0% | 0.00% | 0.0% |
| Q1 2021 | $1,000 | -50.0% | 4 | -55.6% | 0.00% | -50.0% |
| Q4 2020 | $2,000 | 0.0% | 9 | -10.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | -99.9% | 10 | -99.9% | 0.00% | -99.9% |
| Q2 2020 | $1,926,000 | +19.6% | 10,833 | -3.2% | 2.12% | +7.9% |
| Q1 2020 | $1,610,000 | -29.8% | 11,190 | +0.5% | 1.97% | -3.8% |
| Q4 2019 | $2,292,000 | – | 11,136 | – | 2.04% | – |
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% |