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 | $32,625,591 | +1.8% | 557,512 | +5.7% | 0.23% | -18.0% |
Q1 2024 | $32,034,947 | +6.8% | 527,411 | +387.2% | 0.28% | -4.7% |
Q4 2023 | $30,003,900 | +4.2% | 108,259 | -6.3% | 0.30% | -7.5% |
Q3 2023 | $28,807,815 | +1.0% | 115,532 | +5.9% | 0.32% | -1.2% |
Q2 2023 | $28,524,547 | +7.1% | 109,089 | +2.4% | 0.33% | 0.0% |
Q1 2023 | $26,637,896 | +9.4% | 106,483 | +5.8% | 0.33% | +0.3% |
Q4 2022 | $24,344,051 | +25.9% | 100,641 | +14.2% | 0.32% | +9.4% |
Q3 2022 | $19,329,000 | -1.2% | 88,157 | +2.0% | 0.30% | +0.7% |
Q2 2022 | $19,556,000 | +0.4% | 86,443 | +19.3% | 0.30% | +10.1% |
Q1 2022 | $19,482,000 | +22.3% | 72,456 | +28.8% | 0.27% | +11.7% |
Q4 2021 | $15,927,000 | +12.1% | 56,244 | +4.4% | 0.24% | +1.3% |
Q3 2021 | $14,209,000 | +10.7% | 53,854 | +13.0% | 0.24% | +1.7% |
Q2 2021 | $12,831,000 | +8.1% | 47,665 | +4.8% | 0.23% | -8.6% |
Q1 2021 | $11,873,000 | +36.1% | 45,494 | +19.9% | 0.26% | +23.2% |
Q4 2020 | $8,721,000 | -53.9% | 37,951 | -62.8% | 0.21% | -31.7% |
Q3 2020 | $18,902,000 | +115.7% | 101,988 | +106.8% | 0.30% | +19.8% |
Q2 2020 | $8,765,000 | +21.5% | 49,309 | -1.6% | 0.25% | +17.7% |
Q1 2020 | $7,212,000 | -48.0% | 50,120 | -25.6% | 0.22% | -33.2% |
Q4 2019 | $13,873,000 | +178.0% | 67,374 | +160.9% | 0.32% | +59.4% |
Q3 2019 | $4,991,000 | +16.2% | 25,822 | +16.8% | 0.20% | +6.9% |
Q2 2019 | $4,294,000 | +41.1% | 22,102 | +37.5% | 0.19% | +16.7% |
Q1 2019 | $3,044,000 | +32.8% | 16,074 | +16.5% | 0.16% | -57.9% |
Q4 2018 | $2,292,000 | – | 13,802 | – | 0.38% | – |
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% |