ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,127 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,896,048 | +56650.9% | 32,400 | +141.8% | 0.00% | -50.0% |
| Q3 2023 | $3,341 | +668.0% | 13,400 | +644.4% | 0.01% | +500.0% |
| Q4 2022 | $435 | -100.0% | 1,800 | -73.1% | 0.00% | -50.0% |
| Q2 2022 | $1,516,000 | +82.2% | 6,700 | +116.1% | 0.00% | +100.0% |
| Q1 2022 | $832,000 | -79.2% | 3,100 | -79.2% | 0.00% | -80.0% |
| Q2 2021 | $4,004,000 | +1862.7% | 14,900 | +1254.5% | 0.01% | – |
| Q3 2020 | $204,000 | -92.1% | 1,100 | -92.4% | 0.00% | -100.0% |
| Q2 2020 | $2,578,000 | +298.5% | 14,500 | +222.2% | 0.00% | +100.0% |
| Q1 2020 | $647,000 | +51.5% | 4,500 | +104.5% | 0.00% | – |
| Q2 2019 | $427,000 | -68.3% | 2,200 | -67.2% | 0.00% | -100.0% |
| Q3 2018 | $1,349,000 | -49.8% | 6,700 | -51.4% | 0.00% | 0.0% |
| Q2 2018 | $2,688,000 | – | 13,800 | – | 0.00% | – |
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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% |