ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,775 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $646,223 | -0.6% | 11,043 | +3.1% | 0.16% | -6.6% |
Q1 2024 | $650,325 | +6.6% | 10,707 | +386.5% | 0.17% | -0.6% |
Q4 2023 | $610,098 | +11.2% | 2,201 | 0.0% | 0.17% | -9.7% |
Q3 2023 | $548,892 | -2.7% | 2,201 | +2.0% | 0.18% | -1.1% |
Q2 2023 | $564,350 | +0.9% | 2,158 | -3.4% | 0.19% | -8.3% |
Q1 2023 | $559,177 | +25.7% | 2,235 | +10.2% | 0.20% | -2.9% |
Q4 2022 | $444,932 | -0.0% | 2,029 | 0.0% | 0.21% | +0.5% |
Q3 2022 | $445,000 | +1.6% | 2,029 | +6.2% | 0.21% | -11.8% |
Q2 2022 | $438,000 | +23.4% | 1,910 | +44.4% | 0.24% | +34.7% |
Q1 2022 | $355,000 | +17.5% | 1,323 | +24.0% | 0.18% | +16.6% |
Q4 2021 | $302,000 | +10.6% | 1,067 | +2.7% | 0.15% | -1.9% |
Q3 2021 | $273,000 | -2.5% | 1,039 | 0.0% | 0.15% | -1.3% |
Q2 2021 | $280,000 | -7.0% | 1,039 | -10.3% | 0.16% | -21.2% |
Q1 2021 | $301,000 | +11.1% | 1,158 | -1.6% | 0.20% | -2.0% |
Q4 2020 | $271,000 | +1.5% | 1,177 | -22.7% | 0.20% | -34.0% |
Q2 2020 | $267,000 | +13.1% | 1,522 | -6.2% | 0.31% | +26.4% |
Q1 2020 | $236,000 | -29.3% | 1,622 | 0.0% | 0.24% | -22.7% |
Q4 2019 | $334,000 | – | 1,622 | – | 0.31% | – |
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% |