ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,626 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $361,361 | -3.7% | 6,175 | 0.0% | 0.27% | -6.0% |
| Q1 2024 | $375,070 | +9.6% | 6,175 | +400.0% | 0.28% | +4.8% |
| Q4 2023 | $342,282 | +9.9% | 1,235 | -1.1% | 0.27% | -0.4% |
| Q3 2023 | $311,439 | -11.2% | 1,249 | -6.9% | 0.27% | -6.2% |
| Q2 2023 | $350,908 | +13.6% | 1,342 | +8.7% | 0.29% | +9.4% |
| Q1 2023 | $308,948 | +3.4% | 1,235 | 0.0% | 0.26% | +5.6% |
| Q4 2022 | $298,736 | -23.2% | 1,235 | -30.4% | 0.25% | -28.7% |
| Q3 2022 | $389,000 | -3.2% | 1,775 | 0.0% | 0.35% | -7.4% |
| Q2 2022 | $402,000 | -18.0% | 1,775 | -2.7% | 0.38% | -15.4% |
| Q1 2022 | $490,000 | -5.2% | 1,825 | 0.0% | 0.45% | -0.2% |
| Q4 2021 | $517,000 | +1.0% | 1,825 | -6.3% | 0.45% | -7.2% |
| Q3 2021 | $512,000 | -5.5% | 1,948 | -6.5% | 0.48% | -9.3% |
| Q1 2021 | $542,000 | – | 2,083 | – | 0.54% | – |
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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% |