ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,750 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $829,681 | +11.4% | 14,178 | +15.6% | 0.34% | +3.3% |
| Q1 2024 | $744,824 | +20.1% | 12,263 | +448.2% | 0.33% | +6.5% |
| Q4 2023 | $620,117 | +114102.0% | 2,237 | +2.7% | 0.31% | 0.0% |
| Q3 2023 | $543 | -2.2% | 2,179 | +2.7% | 0.31% | -1.0% |
| Q2 2023 | $555 | +20.7% | 2,122 | +11.7% | 0.31% | 0.0% |
| Q4 2022 | $460 | -99.9% | 1,900 | +5.9% | 0.31% | +4.3% |
| Q3 2022 | $393,000 | +2.6% | 1,794 | +6.0% | 0.30% | +17.6% |
| Q2 2022 | $383,000 | -33.3% | 1,692 | -20.9% | 0.26% | -19.3% |
| Q1 2022 | $574,000 | +1.4% | 2,140 | +6.9% | 0.32% | +5.7% |
| Q4 2021 | $566,000 | – | 2,001 | – | 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% |