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 | $2,351,988 | -0.5% | 40,191 | +3.3% | 0.32% | -7.9% |
| Q1 2024 | $2,363,618 | +12.2% | 38,914 | +411.8% | 0.34% | -2.0% |
| Q4 2023 | $2,107,375 | +11.9% | 7,604 | +0.7% | 0.35% | -3.3% |
| Q3 2023 | $1,882,678 | -5.4% | 7,550 | -0.8% | 0.36% | -4.2% |
| Q2 2023 | $1,989,913 | +2.5% | 7,610 | -2.0% | 0.38% | -3.6% |
| Q1 2023 | $1,942,210 | +2.1% | 7,764 | -1.3% | 0.39% | -7.3% |
| Q4 2022 | $1,902,817 | +7.8% | 7,866 | -2.3% | 0.42% | +0.5% |
| Q3 2022 | $1,765,792 | -1.9% | 8,053 | +1.2% | 0.42% | -1.6% |
| Q2 2022 | $1,799,422 | -51.0% | 7,954 | -41.8% | 0.43% | -44.6% |
| Q1 2022 | $3,669,814 | -1.6% | 13,676 | +3.8% | 0.77% | -25.6% |
| Q4 2021 | $3,728,012 | – | 13,169 | – | 1.04% | – |
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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% |