ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,626 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,582,969 | -2.2% | 26,091 | -2.1% | 0.07% | +6.0% |
| Q1 2024 | $1,619,137 | -11.8% | 26,657 | +302.7% | 0.07% | -31.6% |
| Q4 2023 | $1,834,778 | -29.8% | 6,620 | -40.8% | 0.10% | -38.4% |
| Q3 2023 | $2,613,745 | -0.0% | 11,174 | +14.7% | 0.16% | +34.7% |
| Q2 2023 | $2,614,644 | +718.2% | 9,739 | +659.1% | 0.12% | +293.3% |
| Q1 2023 | $319,542 | -2.3% | 1,283 | 0.0% | 0.03% | -9.1% |
| Q4 2022 | $326,917 | +7.9% | 1,283 | 0.0% | 0.03% | -2.9% |
| Q3 2022 | $303,000 | -1.6% | 1,283 | -0.5% | 0.03% | -19.0% |
| Q2 2022 | $308,000 | -8.6% | 1,289 | +0.3% | 0.04% | -2.3% |
| Q1 2022 | $337,000 | -2.0% | 1,285 | -3.5% | 0.04% | +2.4% |
| Q4 2021 | $344,000 | -18.5% | 1,331 | -9.1% | 0.04% | -8.7% |
| Q3 2021 | $422,000 | +20.6% | 1,465 | +11.8% | 0.05% | -6.1% |
| Q2 2021 | $350,000 | +22.0% | 1,310 | +24.5% | 0.05% | -23.4% |
| Q1 2021 | $287,000 | – | 1,052 | – | 0.06% | – |
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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% |