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 | $516,146 | -3.7% | 8,820 | 0.0% | 0.10% | -1.9% |
| Q1 2024 | $535,727 | +9.6% | 8,820 | +400.0% | 0.11% | +4.9% |
| Q4 2023 | $488,893 | -2.9% | 1,764 | -12.6% | 0.10% | -13.6% |
| Q3 2023 | $503,438 | -4.2% | 2,019 | +0.4% | 0.12% | +3.5% |
| Q2 2023 | $525,575 | +4.5% | 2,010 | 0.0% | 0.11% | -0.9% |
| Q1 2023 | $502,822 | +3.4% | 2,010 | 0.0% | 0.12% | +1.8% |
| Q4 2022 | $486,199 | +10.2% | 2,010 | 0.0% | 0.11% | +5.6% |
| Q3 2022 | $441,000 | -2.9% | 2,010 | 0.0% | 0.11% | +4.9% |
| Q2 2022 | $454,000 | -15.8% | 2,010 | 0.0% | 0.10% | +2.0% |
| Q1 2022 | $539,000 | -5.3% | 2,010 | 0.0% | 0.10% | -6.5% |
| Q4 2021 | $569,000 | +7.6% | 2,010 | 0.0% | 0.11% | -1.8% |
| Q3 2021 | $529,000 | -2.0% | 2,010 | 0.0% | 0.11% | -6.8% |
| Q2 2021 | $540,000 | +3.3% | 2,010 | 0.0% | 0.12% | -4.9% |
| Q1 2021 | $523,000 | +13.2% | 2,010 | 0.0% | 0.12% | -6.8% |
| Q4 2020 | $462,000 | +24.2% | 2,010 | 0.0% | 0.13% | +11.9% |
| Q3 2020 | $372,000 | +4.2% | 2,010 | 0.0% | 0.12% | +3.5% |
| Q2 2020 | $357,000 | +23.5% | 2,010 | 0.0% | 0.11% | +8.6% |
| Q1 2020 | $289,000 | -30.0% | 2,010 | 0.0% | 0.10% | -13.2% |
| Q4 2019 | $413,000 | +6.4% | 2,010 | 0.0% | 0.12% | -9.0% |
| Q3 2019 | $388,000 | -0.5% | 2,010 | 0.0% | 0.13% | +0.8% |
| Q2 2019 | $390,000 | +2.4% | 2,010 | 0.0% | 0.13% | -18.5% |
| Q1 2019 | $381,000 | +14.1% | 2,010 | 0.0% | 0.16% | -0.6% |
| Q4 2018 | $334,000 | -17.5% | 2,010 | 0.0% | 0.16% | -16.4% |
| Q3 2018 | $405,000 | +3.3% | 2,010 | 0.0% | 0.20% | -9.3% |
| Q2 2018 | $392,000 | -6.7% | 2,010 | -10.3% | 0.22% | -8.5% |
| Q1 2018 | $420,000 | -1.2% | 2,240 | 0.0% | 0.24% | -12.0% |
| Q4 2017 | $425,000 | -32.0% | 2,240 | -35.8% | 0.27% | +36.9% |
| Q3 2017 | $625,000 | +3.0% | 3,491 | 0.0% | 0.20% | -1.5% |
| Q2 2017 | $607,000 | – | 3,491 | – | 0.20% | – |
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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% |