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 | $381,165 | -4.2% | 6,513 | -0.6% | 0.24% | -4.4% |
| Q1 2024 | $398,029 | +7.7% | 6,553 | +391.2% | 0.25% | -1.6% |
| Q4 2023 | $369,611 | +4.9% | 1,334 | -5.6% | 0.25% | -3.4% |
| Q3 2023 | $352,419 | -52.2% | 1,413 | -49.9% | 0.26% | -52.6% |
| Q2 2023 | $737,727 | -1.5% | 2,821 | -5.7% | 0.56% | -5.5% |
| Q1 2023 | $748,830 | -80.4% | 2,993 | -81.0% | 0.59% | -66.3% |
| Q4 2022 | $3,818,426 | +55.2% | 15,786 | +40.7% | 1.74% | +49.0% |
| Q3 2022 | $2,460,000 | – | 11,219 | – | 1.17% | – |
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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% |