ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,849 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $7,698,865 | +27.0% | 27,779 | +14.3% | 4.37% | +14.3% |
| Q3 2023 | $6,062,342 | +21.3% | 24,313 | +27.2% | 3.82% | +24.9% |
| Q2 2023 | $4,999,374 | +8.9% | 19,120 | +4.1% | 3.06% | +5.7% |
| Q1 2023 | $4,592,574 | +4.7% | 18,359 | +1.3% | 2.90% | +2.0% |
| Q4 2022 | $4,384,790 | -14.2% | 18,127 | -22.3% | 2.84% | -22.1% |
| Q3 2022 | $5,112,000 | -6.0% | 23,317 | -3.1% | 3.65% | -1.6% |
| Q2 2022 | $5,441,000 | -14.2% | 24,053 | +1.8% | 3.71% | -2.9% |
| Q1 2022 | $6,339,000 | +9.6% | 23,623 | +15.7% | 3.82% | +11.7% |
| Q4 2021 | $5,782,000 | +19.8% | 20,424 | +11.3% | 3.42% | +10.0% |
| Q3 2021 | $4,828,000 | +13.4% | 18,353 | +15.9% | 3.11% | +14.1% |
| Q2 2021 | $4,257,000 | +36.7% | 15,840 | +32.4% | 2.72% | +27.7% |
| Q1 2021 | $3,114,000 | +39.3% | 11,963 | +23.0% | 2.13% | +29.5% |
| Q4 2020 | $2,236,000 | – | 9,728 | – | 1.65% | – |
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% |