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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,717,085 | -12.9% | 15,322 | -10.0% | 0.77% | -21.7% |
| Q4 2022 | $4,266,663 | -0.2% | 17,019 | -12.7% | 0.99% | -13.4% |
| Q3 2022 | $4,276,000 | -4.8% | 19,502 | -1.7% | 1.14% | +19.1% |
| Q2 2022 | $4,490,000 | -19.0% | 19,848 | -3.9% | 0.96% | -3.6% |
| Q1 2022 | $5,544,000 | -11.0% | 20,661 | -6.1% | 0.99% | -8.8% |
| Q4 2021 | $6,226,000 | +4.1% | 21,993 | +0.8% | 1.09% | -1.3% |
| Q3 2021 | $5,979,000 | +1.9% | 21,817 | +1.7% | 1.10% | -21.4% |
| Q2 2021 | $5,869,000 | -0.1% | 21,442 | +0.6% | 1.40% | -6.0% |
| Q1 2021 | $5,872,000 | +351.3% | 21,306 | +219.4% | 1.49% | +200.0% |
| Q2 2020 | $1,301,000 | – | 6,671 | – | 0.50% | – |
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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% |