ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,903 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,750,744 | +50.0% | 47,005 | +55.7% | 0.79% | +39.4% |
| Q1 2024 | $1,834,129 | +6.1% | 30,196 | +384.1% | 0.57% | +2.0% |
| Q4 2023 | $1,728,862 | +23.8% | 6,238 | +11.4% | 0.56% | +6.1% |
| Q3 2023 | $1,396,018 | +72.8% | 5,599 | +81.2% | 0.52% | +36.9% |
| Q2 2023 | $807,973 | -37.6% | 3,090 | -40.3% | 0.38% | -27.0% |
| Q1 2023 | $1,294,252 | +13.1% | 5,174 | +9.3% | 0.52% | +9.2% |
| Q4 2022 | $1,144,832 | +10.5% | 4,733 | +0.1% | 0.48% | -1.6% |
| Q3 2022 | $1,036,000 | +0.4% | 4,728 | +3.7% | 0.49% | +1.2% |
| Q2 2022 | $1,032,000 | +34.6% | 4,561 | +59.6% | 0.48% | +48.0% |
| Q1 2022 | $767,000 | +126.9% | 2,858 | +139.2% | 0.32% | +140.7% |
| Q4 2021 | $338,000 | +7.6% | 1,195 | +0.3% | 0.14% | -6.2% |
| Q3 2021 | $314,000 | -4.6% | 1,192 | -2.7% | 0.14% | -3.4% |
| Q2 2021 | $329,000 | -7.6% | 1,225 | -10.5% | 0.15% | -42.7% |
| Q1 2021 | $356,000 | +27.1% | 1,369 | +12.2% | 0.26% | +73.3% |
| Q4 2020 | $280,000 | – | 1,220 | – | 0.15% | – |
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% |