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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,758,460 | +3.6% | 81,313 | +7.5% | 2.12% | +0.0% |
| Q1 2024 | $4,594,598 | +12.3% | 75,644 | +412.3% | 2.12% | +1.0% |
| Q4 2023 | $4,092,164 | +362.1% | 14,765 | +315.8% | 2.10% | +308.6% |
| Q3 2023 | $885,556 | -7.8% | 3,551 | -3.3% | 0.51% | -6.0% |
| Q2 2023 | $960,274 | +48.9% | 3,672 | +42.4% | 0.55% | +16.9% |
| Q1 2023 | $644,909 | -11.6% | 2,578 | -14.5% | 0.47% | -20.4% |
| Q4 2022 | $729,214 | +60.6% | 3,015 | +45.7% | 0.59% | +43.9% |
| Q3 2022 | $454,000 | +109.2% | 2,069 | +116.2% | 0.41% | +107.1% |
| Q2 2022 | $217,000 | -8.8% | 957 | +7.9% | 0.20% | -0.5% |
| Q1 2022 | $238,000 | -5.2% | 887 | +0.1% | 0.20% | -6.2% |
| Q4 2021 | $251,000 | – | 886 | – | 0.21% | – |
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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% |