ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,775 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $17,468,481 | -4.2% | 298,504 | -0.6% | 0.74% | -8.1% |
| Q1 2024 | $18,232,233 | -58.5% | 300,168 | +89.2% | 0.81% | -61.0% |
| Q4 2023 | $43,968,543 | -11.8% | 158,645 | -20.6% | 2.07% | -12.9% |
| Q3 2023 | $49,824,941 | -4.7% | 199,819 | -0.1% | 2.38% | +0.4% |
| Q2 2023 | $52,297,907 | +3.4% | 200,007 | -1.1% | 2.37% | -55.5% |
| Q1 2023 | $50,585,416 | +3.3% | 202,212 | -0.1% | 5.32% | -7.7% |
| Q4 2022 | $48,986,120 | +12.7% | 202,514 | +2.1% | 5.76% | -1.8% |
| Q3 2022 | $43,483,000 | -3.1% | 198,315 | 0.0% | 5.87% | -2.3% |
| Q2 2022 | $44,865,000 | -20.1% | 198,315 | -0.0% | 6.00% | +2.8% |
| Q4 2021 | $56,140,000 | – | 198,318 | – | 5.84% | – |
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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% |