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 | ||||
---|---|---|---|---|---|---|
Q3 2022 | $1,411,000 | +1.1% | 6,435 | +4.3% | 1.19% | +7.7% |
Q2 2022 | $1,396,000 | -17.6% | 6,169 | -2.3% | 1.10% | +0.5% |
Q1 2022 | $1,694,000 | -1.2% | 6,314 | +4.2% | 1.10% | +5.9% |
Q4 2021 | $1,715,000 | +12.0% | 6,059 | +4.1% | 1.04% | +6.4% |
Q3 2021 | $1,531,000 | +5.2% | 5,818 | +7.5% | 0.98% | +6.1% |
Q2 2021 | $1,455,000 | – | 5,413 | – | 0.92% | – |
Download |
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% |