ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,849 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $527,515 | -2.6% | 9,014 | +1.1% | 0.41% | -5.9% |
| Q1 2024 | $541,528 | +7.6% | 8,916 | +391.2% | 0.44% | -6.2% |
| Q4 2023 | $503,109 | +12.4% | 1,815 | +1.1% | 0.47% | +0.4% |
| Q3 2023 | $447,580 | -5.7% | 1,795 | -1.1% | 0.47% | +9.9% |
| Q2 2023 | $474,570 | +3.5% | 1,815 | -1.0% | 0.42% | -3.0% |
| Q1 2023 | $458,674 | +3.9% | 1,834 | +0.5% | 0.44% | +3.1% |
| Q4 2022 | $441,371 | +4.1% | 1,825 | -2.9% | 0.42% | -0.9% |
| Q3 2022 | $424,000 | -2.3% | 1,879 | -1.1% | 0.43% | +3.4% |
| Q2 2022 | $434,000 | -15.7% | 1,899 | -1.1% | 0.41% | -5.3% |
| Q1 2022 | $515,000 | +2.0% | 1,921 | +7.6% | 0.44% | +7.6% |
| Q4 2021 | $505,000 | – | 1,785 | – | 0.41% | – |
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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% |