ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,820 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $374,844 | +3.3% | 6,406 | +389.4% | 0.14% | -6.1% |
| Q1 2024 | $362,983 | 0.0% | 1,309 | 0.0% | 0.15% | -0.7% |
| Q4 2023 | $362,983 | +1.7% | 1,309 | -8.6% | 0.15% | +27.4% |
| Q3 2023 | $357,014 | -14.3% | 1,432 | -4.2% | 0.12% | -16.4% |
| Q2 2023 | $416,581 | +23.5% | 1,495 | +10.9% | 0.14% | +34.6% |
| Q1 2023 | $337,256 | +46.2% | 1,348 | +62.8% | 0.10% | -14.0% |
| Q4 2022 | $230,722 | -0.1% | 828 | 0.0% | 0.12% | 0.0% |
| Q2 2022 | $231,000 | +3.6% | 828 | -0.2% | 0.12% | +6.1% |
| Q1 2022 | $223,000 | -5.1% | 830 | +0.2% | 0.11% | -0.9% |
| Q4 2021 | $235,000 | +7.8% | 828 | 0.0% | 0.12% | -2.5% |
| Q3 2021 | $218,000 | -72.4% | 828 | -78.9% | 0.12% | -93.9% |
| Q4 2020 | $789,000 | -42.2% | 3,920 | -45.9% | 1.92% | -30.6% |
| Q3 2020 | $1,365,000 | +256.4% | 7,248 | +236.2% | 2.77% | +3.5% |
| Q2 2020 | $383,000 | +130.7% | 2,156 | +86.8% | 2.68% | +195.9% |
| Q1 2020 | $166,000 | -54.8% | 1,154 | -35.7% | 0.90% | -48.6% |
| Q4 2019 | $367,000 | – | 1,794 | – | 1.76% | – |
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% |