FORBES J M & CO LLP - ISHARES TR ownership

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
FORBES J M & CO LLP ownership history of ISHARES TR
ValueSharesWeighting
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$295,0002,5570.09%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Pachira Investments Inc. 152,236$27,235,00024.00%
ARKANSAS FINANCIAL GROUP, INC. 276,435$49,454,00022.32%
Lee Financial Co 315,797$56,496,00018.23%
Tarbox Family Office, Inc. 217,016$38,824,00017.02%
Affiance Financial, LLC 114,958$20,566,00016.56%
Connecticut Wealth Management, LLC 154,145$27,859,00016.37%
Legacy Wealth Management, Inc 355,437$63,587,00016.18%
EVERMAY WEALTH MANAGEMENT LLC 199,280$35,651,00015.48%
Acropolis Investment Management, LLC 508,376$90,948,00014.88%
Lenox Wealth Advisors, LLC 255,820$45,775,00014.11%
View complete list of ISHARES TR shareholders