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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,155,750 | -12.6% | 36,838 | -9.3% | 1.06% | -13.2% |
| Q1 2024 | $2,467,490 | -16.1% | 40,624 | +282.7% | 1.22% | -17.1% |
| Q4 2023 | $2,942,252 | +37.2% | 10,616 | +23.5% | 1.48% | +96.3% |
| Q3 2023 | $2,143,761 | +67.2% | 8,597 | +75.3% | 0.75% | +59.7% |
| Q2 2023 | $1,282,517 | +11.6% | 4,905 | +6.8% | 0.47% | +6.1% |
| Q1 2023 | $1,148,750 | -3.2% | 4,592 | -6.4% | 0.44% | -10.3% |
| Q4 2022 | $1,186,782 | +26.8% | 4,906 | +14.9% | 0.50% | +8.6% |
| Q3 2022 | $936,000 | +1.8% | 4,268 | +6.1% | 0.46% | +2.9% |
| Q2 2022 | $919,000 | -2.1% | 4,023 | +15.0% | 0.44% | +8.0% |
| Q1 2022 | $939,000 | +18.7% | 3,498 | +25.2% | 0.41% | +14.5% |
| Q4 2021 | $791,000 | +13.8% | 2,795 | +5.8% | 0.36% | +4.7% |
| Q3 2021 | $695,000 | +52.4% | 2,643 | +55.7% | 0.34% | +47.4% |
| Q2 2021 | $456,000 | +55.6% | 1,697 | +50.7% | 0.23% | +27.5% |
| Q1 2021 | $293,000 | – | 1,126 | – | 0.18% | – |
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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% |