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 | $780,364 | -3.7% | 13,335 | 0.0% | 0.22% | -23.1% |
| Q1 2024 | $809,968 | +9.6% | 13,335 | +400.0% | 0.29% | -0.7% |
| Q4 2023 | $739,159 | +11.1% | 2,667 | 0.0% | 0.29% | +0.3% |
| Q3 2023 | $665,016 | -4.6% | 2,667 | 0.0% | 0.29% | +5.1% |
| Q2 2023 | $697,367 | +4.5% | 2,667 | 0.0% | 0.28% | +2.2% |
| Q1 2023 | $667,177 | +3.4% | 2,667 | 0.0% | 0.27% | +1.9% |
| Q4 2022 | $645,121 | -0.8% | 2,667 | -10.0% | 0.27% | -10.1% |
| Q3 2022 | $650,000 | -3.0% | 2,963 | 0.0% | 0.30% | +3.5% |
| Q2 2022 | $670,000 | -42.6% | 2,963 | -31.9% | 0.29% | -33.0% |
| Q1 2022 | $1,167,000 | -5.2% | 4,348 | 0.0% | 0.43% | +4.1% |
| Q4 2021 | $1,231,000 | +7.6% | 4,348 | 0.0% | 0.41% | -3.1% |
| Q3 2021 | $1,144,000 | -2.1% | 4,348 | 0.0% | 0.42% | -10.4% |
| Q2 2021 | $1,168,000 | +3.2% | 4,348 | 0.0% | 0.47% | -4.6% |
| Q1 2021 | $1,132,000 | +13.3% | 4,348 | 0.0% | 0.50% | +4.0% |
| Q4 2020 | $999,000 | +28.4% | 4,348 | +3.5% | 0.48% | +10.7% |
| Q3 2020 | $778,000 | +5.4% | 4,200 | +1.2% | 0.43% | -14.2% |
| Q2 2020 | $738,000 | +62.2% | 4,149 | +31.0% | 0.50% | +34.7% |
| Q1 2020 | $455,000 | -32.8% | 3,166 | -3.8% | 0.37% | -16.4% |
| Q4 2019 | $677,000 | +7.3% | 3,291 | +0.7% | 0.44% | +0.7% |
| Q3 2019 | $631,000 | -0.6% | 3,268 | 0.0% | 0.44% | +2.1% |
| Q2 2019 | $635,000 | +2.9% | 3,268 | +0.3% | 0.43% | +11.0% |
| Q1 2019 | $617,000 | +13.8% | 3,259 | -0.1% | 0.39% | -1.5% |
| Q4 2018 | $542,000 | -37.6% | 3,263 | -24.4% | 0.40% | -20.3% |
| Q3 2018 | $869,000 | -3.3% | 4,318 | -6.5% | 0.50% | -3.7% |
| Q2 2018 | $899,000 | +3.8% | 4,617 | 0.0% | 0.52% | +20.0% |
| Q1 2018 | $866,000 | -0.2% | 4,617 | +1.0% | 0.43% | +2.6% |
| Q4 2017 | $868,000 | +4.0% | 4,572 | -2.0% | 0.42% | +1.5% |
| Q3 2017 | $835,000 | +2.8% | 4,667 | 0.0% | 0.41% | -0.5% |
| Q2 2017 | $812,000 | +51.8% | 4,667 | +49.5% | 0.42% | +54.9% |
| Q1 2017 | $535,000 | +3.7% | 3,122 | 0.0% | 0.27% | -1.8% |
| Q4 2016 | $516,000 | – | 3,122 | – | 0.27% | – |
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% |