ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,903 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,852,361 | -9.3% | 82,918 | -5.9% | 0.32% | -3.3% |
| Q1 2024 | $5,351,862 | +10.3% | 88,111 | +403.3% | 0.33% | +7.8% |
| Q4 2023 | $4,851,787 | -1.4% | 17,506 | -11.3% | 0.31% | -4.1% |
| Q3 2023 | $4,922,917 | -9.9% | 19,743 | -5.5% | 0.32% | +1.6% |
| Q2 2023 | $5,463,101 | +0.9% | 20,893 | -3.5% | 0.31% | -4.3% |
| Q1 2023 | $5,414,212 | +96876.8% | 21,643 | -6.2% | 0.33% | -4.9% |
| Q4 2022 | $5,583 | -99.9% | 23,082 | -3.0% | 0.34% | +1.2% |
| Q3 2022 | $5,217,000 | +9.5% | 23,793 | +13.0% | 0.34% | +18.0% |
| Q2 2022 | $4,763,000 | -19.5% | 21,056 | -4.6% | 0.29% | -4.3% |
| Q1 2022 | $5,920,000 | +5.7% | 22,062 | +11.5% | 0.30% | +12.7% |
| Q4 2021 | $5,601,000 | +14.8% | 19,789 | +6.7% | 0.27% | +8.1% |
| Q3 2021 | $4,879,000 | +17.9% | 18,544 | +16.7% | 0.25% | +14.8% |
| Q2 2021 | $4,137,000 | 0.0% | 15,895 | 0.0% | 0.22% | 0.0% |
| Q1 2021 | $4,137,000 | +40.0% | 15,895 | +23.6% | 0.22% | +35.0% |
| Q4 2020 | $2,955,000 | +29.0% | 12,857 | +4.1% | 0.16% | +11.9% |
| Q3 2020 | $2,290,000 | +6.7% | 12,356 | +2.4% | 0.14% | -0.7% |
| Q2 2020 | $2,146,000 | +20.3% | 12,071 | -2.7% | 0.14% | +3.6% |
| Q1 2020 | $1,784,000 | -32.2% | 12,401 | -3.0% | 0.14% | -12.6% |
| Q4 2019 | $2,632,000 | -5.2% | 12,786 | -11.0% | 0.16% | -11.2% |
| Q3 2019 | $2,776,000 | +12.1% | 14,366 | +12.7% | 0.18% | +10.5% |
| Q2 2019 | $2,477,000 | +42.2% | 12,751 | +38.7% | 0.16% | +36.1% |
| Q1 2019 | $1,742,000 | – | 9,195 | – | 0.12% | – |
Download | ||||||
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% |