ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,820 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $527,850 | +97469.3% | 9,020 | +1.2% | 0.22% | -9.6% |
| Q1 2024 | $541 | +9.5% | 8,910 | +400.0% | 0.24% | -3.6% |
| Q4 2023 | $494 | +11.3% | 1,782 | 0.0% | 0.25% | +1.2% |
| Q3 2023 | $444 | -4.7% | 1,782 | 0.0% | 0.24% | -2.4% |
| Q2 2023 | $466 | +3.6% | 1,782 | -0.8% | 0.25% | -2.3% |
| Q1 2023 | $450 | +1.4% | 1,797 | -2.1% | 0.26% | -5.9% |
| Q4 2022 | $444 | -99.9% | 1,835 | -0.5% | 0.27% | -3.5% |
| Q3 2022 | $404,000 | -3.1% | 1,844 | 0.0% | 0.28% | -2.7% |
| Q2 2022 | $417,000 | -15.8% | 1,844 | 0.0% | 0.29% | -2.7% |
| Q1 2022 | $495,000 | +2.9% | 1,844 | +8.5% | 0.30% | +1.0% |
| Q4 2021 | $481,000 | – | 1,699 | – | 0.30% | – |
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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% |