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 | $61,539,866 | +0.1% | 1,051,604 | +3.9% | 0.65% | -6.6% |
| Q1 2024 | $61,500,526 | +5.1% | 1,012,521 | +379.6% | 0.69% | -4.0% |
| Q4 2023 | $58,514,125 | +31.2% | 211,128 | +18.0% | 0.72% | +12.8% |
| Q3 2023 | $44,601,235 | +3.5% | 178,870 | +8.5% | 0.64% | +3.2% |
| Q2 2023 | $43,105,762 | +16.0% | 164,853 | +11.0% | 0.62% | +4.4% |
| Q1 2023 | $37,166,021 | -1.5% | 148,569 | -4.8% | 0.59% | -9.6% |
| Q4 2022 | $37,748,144 | +23.6% | 156,055 | +12.1% | 0.66% | +10.1% |
| Q3 2022 | $30,534,000 | +2.7% | 139,259 | +5.9% | 0.60% | +5.3% |
| Q2 2022 | $29,738,000 | -7.9% | 131,453 | +9.3% | 0.57% | +7.4% |
| Q1 2022 | $32,277,000 | +1.7% | 120,282 | +7.3% | 0.53% | +5.6% |
| Q4 2021 | $31,745,000 | +12.7% | 112,141 | +4.7% | 0.50% | +4.0% |
| Q3 2021 | $28,180,000 | +6.4% | 107,119 | +8.6% | 0.48% | +5.5% |
| Q2 2021 | $26,495,000 | +12.1% | 98,594 | +8.5% | 0.46% | -8.8% |
| Q1 2021 | $23,642,000 | +17.9% | 90,833 | +4.1% | 0.50% | +9.4% |
| Q4 2020 | $20,060,000 | +25.5% | 87,284 | +1.2% | 0.46% | +10.9% |
| Q3 2020 | $15,983,000 | +9.3% | 86,253 | +4.8% | 0.41% | -2.1% |
| Q2 2020 | $14,628,000 | +36.5% | 82,266 | +10.4% | 0.42% | +9.4% |
| Q1 2020 | $10,716,000 | -36.5% | 74,492 | -9.2% | 0.38% | -21.9% |
| Q4 2019 | $16,881,000 | – | 82,017 | – | 0.49% | – |
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% |