ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,935 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $110,714 | -3.5% | 1,892 | +0.2% | 0.03% | -7.1% |
| Q1 2024 | $114,741 | +9.7% | 1,889 | +401.1% | 0.03% | +7.7% |
| Q4 2023 | $104,595 | +11.7% | 377 | +0.3% | 0.03% | 0.0% |
| Q3 2023 | $93,652 | -4.6% | 376 | +0.3% | 0.03% | 0.0% |
| Q2 2023 | $98,208 | +4.7% | 375 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $93,810 | +3.4% | 375 | 0.0% | 0.03% | +4.0% |
| Q4 2022 | $90,708 | +10.6% | 375 | 0.0% | 0.02% | +8.7% |
| Q3 2022 | $82,000 | -2.4% | 375 | 0.0% | 0.02% | +4.5% |
| Q2 2022 | $84,000 | -16.0% | 375 | 0.0% | 0.02% | +4.8% |
| Q1 2022 | $100,000 | -5.7% | 375 | 0.0% | 0.02% | -4.5% |
| Q4 2021 | $106,000 | +8.2% | 375 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $98,000 | -2.0% | 375 | 0.0% | 0.02% | -4.3% |
| Q2 2021 | $100,000 | +3.1% | 375 | 0.0% | 0.02% | -4.2% |
| Q1 2021 | $97,000 | +12.8% | 375 | 0.0% | 0.02% | +20.0% |
| Q4 2020 | $86,000 | +24.6% | 375 | 0.0% | 0.02% | +17.6% |
| Q3 2020 | $69,000 | +4.5% | 375 | 0.0% | 0.02% | -5.6% |
| Q2 2020 | $66,000 | +135.7% | 375 | +87.5% | 0.02% | +125.0% |
| Q1 2020 | $28,000 | -31.7% | 200 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $41,000 | +7.9% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $38,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $38,000 | -2.6% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $39,000 | +18.2% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $33,000 | -17.5% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $40,000 | +5.3% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $38,000 | +2.7% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $37,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $37,000 | -38.3% | 200 | -41.2% | 0.01% | -35.7% |
| Q3 2017 | $60,000 | +3.4% | 340 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $58,000 | 0.0% | 340 | 0.0% | 0.01% | -6.7% |
| Q1 2017 | $58,000 | +3.6% | 340 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $56,000 | +7.7% | 340 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $52,000 | +79.3% | 340 | +70.0% | 0.02% | +87.5% |
| Q2 2016 | $29,000 | – | 200 | – | 0.01% | – |
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% |