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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $668,870 | +59.5% | 11,012 | +627.8% | 0.20% | +23.3% |
| Q4 2023 | $419,233 | +9.6% | 1,513 | -1.4% | 0.16% | -2.4% |
| Q3 2023 | $382,665 | -8.0% | 1,535 | -3.5% | 0.17% | +1.8% |
| Q2 2023 | $415,925 | +104.3% | 1,591 | +94.0% | 0.16% | +60.8% |
| Q1 2023 | $203,552 | -47.9% | 820 | -49.2% | 0.10% | -43.0% |
| Q4 2022 | $390,568 | +6.7% | 1,615 | -3.4% | 0.18% | -3.8% |
| Q3 2022 | $366,000 | -4.4% | 1,671 | -1.2% | 0.19% | -4.1% |
| Q2 2022 | $383,000 | -16.0% | 1,691 | -0.6% | 0.19% | -4.4% |
| Q1 2022 | $456,000 | -7.7% | 1,701 | -2.6% | 0.20% | +2.0% |
| Q4 2021 | $494,000 | +6.9% | 1,747 | -0.6% | 0.20% | -7.9% |
| Q3 2021 | $462,000 | +1.3% | 1,757 | +3.0% | 0.22% | +4.3% |
| Q2 2021 | $456,000 | -22.6% | 1,706 | -21.8% | 0.21% | -28.6% |
| Q1 2021 | $589,000 | +14.4% | 2,181 | -2.5% | 0.29% | -0.3% |
| Q4 2020 | $515,000 | -9.3% | 2,236 | -22.7% | 0.29% | -14.2% |
| Q3 2020 | $568,000 | – | 2,894 | – | 0.34% | – |
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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% |