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 | $11,690,248 | -2.6% | 199,765 | +1.1% | 1.20% | -7.9% |
Q1 2024 | $12,004,411 | +8.1% | 197,636 | +393.2% | 1.30% | +0.8% |
Q4 2023 | $11,106,232 | +11.6% | 40,073 | +0.4% | 1.29% | -0.2% |
Q3 2023 | $9,948,317 | +95879.9% | 39,897 | +0.7% | 1.29% | +0.2% |
Q2 2023 | $10,365 | -29.9% | 39,639 | -33.0% | 1.29% | -36.2% |
Q1 2023 | $14,789 | +5.7% | 59,120 | +2.2% | 2.02% | +0.1% |
Q4 2022 | $13,992 | -99.9% | 57,843 | +0.0% | 2.02% | +1.8% |
Q3 2022 | $12,681,000 | -2.0% | 57,837 | +1.2% | 1.98% | +4.2% |
Q2 2022 | $12,934,000 | +183.6% | 57,170 | +74.6% | 1.90% | +56.1% |
Q4 2015 | $4,560,000 | +1.9% | 32,737 | -0.1% | 1.22% | -4.2% |
Q3 2015 | $4,477,000 | -9.2% | 32,773 | -0.3% | 1.27% | -4.0% |
Q2 2015 | $4,928,000 | +1122.8% | 32,860 | +1140.5% | 1.33% | +1140.2% |
Q1 2015 | $403,000 | +2.5% | 2,649 | -0.5% | 0.11% | +3.9% |
Q4 2014 | $393,000 | -4.1% | 2,663 | -7.1% | 0.10% | +1.0% |
Q2 2014 | $410,000 | +6.2% | 2,866 | +1.8% | 0.10% | +2.0% |
Q1 2014 | $386,000 | +27.4% | 2,814 | +15.0% | 0.10% | +16.3% |
Q3 2013 | $303,000 | +2.7% | 2,448 | -4.3% | 0.09% | -2.3% |
Q2 2013 | $295,000 | – | 2,557 | – | 0.09% | – |
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% |