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 | $7,608 | -3.6% | 130 | 0.0% | 0.01% | 0.0% |
Q1 2024 | $7,896 | -90.7% | 130 | -57.4% | 0.01% | -90.6% |
Q4 2023 | $84,531 | +21.5% | 305 | +9.3% | 0.05% | +65.6% |
Q3 2023 | $69,569 | -4.6% | 279 | 0.0% | 0.03% | -23.8% |
Q2 2023 | $72,953 | -73.0% | 279 | -74.1% | 0.04% | -71.6% |
Q1 2023 | $269,923 | +300.0% | 1,079 | +286.7% | 0.15% | +289.5% |
Q4 2022 | $67,487 | +10.6% | 279 | 0.0% | 0.04% | 0.0% |
Q3 2022 | $61,000 | -99.9% | 279 | 0.0% | 0.04% | 0.0% |
Q2 2022 | $63,118,000 | +12995.0% | 279 | -84.5% | 0.04% | -90.3% |
Q1 2022 | $482,000 | -4.6% | 1,797 | +0.7% | 0.39% | +22.0% |
Q4 2021 | $505,000 | +245.9% | 1,785 | +219.9% | 0.32% | +292.7% |
Q3 2021 | $146,000 | +94.7% | 558 | +100.0% | 0.08% | +36.7% |
Q2 2021 | $75,000 | – | 279 | – | 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% |