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 | $34,560 | +140.4% | 590,004 | +923.2% | 2.80% | +22.3% |
| Q3 2023 | $14,378 | +50.1% | 57,660 | +57.4% | 2.29% | +87.2% |
| Q2 2023 | $9,579 | +13.1% | 36,635 | +8.2% | 1.22% | -20.5% |
| Q1 2023 | $8,468 | -98.9% | 33,852 | -99.1% | 1.54% | +737.0% |
| Q3 2022 | $799,000 | -76.5% | 3,573,937 | +23653.4% | 0.18% | -64.7% |
| Q2 2022 | $3,404,000 | +566.1% | 15,046 | -99.6% | 0.52% | -76.6% |
| Q1 2022 | $511,000 | -86.5% | 3,918,331 | +27039.0% | 2.22% | +336.7% |
| Q4 2021 | $3,788,000 | +1.7% | 14,438 | +1.8% | 0.51% | -0.2% |
| Q3 2021 | $3,723,000 | +13.0% | 14,188 | -1.1% | 0.51% | -2.9% |
| Q4 2020 | $3,296,000 | – | 14,339 | – | 0.52% | – |
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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% |