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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,868,732 | -4.5% | 32,275 | -0.5% | 0.46% | -16.8% |
| Q1 2024 | $1,957,467 | +8.2% | 32,425 | +395.0% | 0.55% | +2.0% |
| Q4 2023 | $1,809,503 | +12.0% | 6,550 | -1.5% | 0.54% | +8.9% |
| Q3 2023 | $1,614,969 | -8.0% | 6,650 | -1.6% | 0.49% | -27.0% |
| Q2 2023 | $1,754,975 | +7.1% | 6,759 | +1.7% | 0.68% | +0.3% |
| Q1 2023 | $1,639,095 | -14.0% | 6,643 | -9.0% | 0.67% | -15.7% |
| Q4 2022 | $1,906,866 | +11.1% | 7,304 | -4.0% | 0.80% | -41.8% |
| Q3 2022 | $1,717,000 | +3.4% | 7,608 | +6.4% | 1.37% | +0.5% |
| Q2 2022 | $1,661,000 | -15.4% | 7,153 | -6.3% | 1.36% | +3.6% |
| Q1 2022 | $1,964,000 | -5.3% | 7,632 | +0.2% | 1.32% | -2.5% |
| Q4 2021 | $2,075,000 | – | 7,617 | – | 1.35% | – |
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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% |