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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $18,310,741 | +133.1% | 301,461 | +963.6% | 0.44% | +354.6% |
| Q4 2023 | $7,855,262 | +16.7% | 28,343 | +5.0% | 0.10% | -54.0% |
| Q3 2023 | $6,733,198 | +261.7% | 27,003 | +279.3% | 0.21% | +240.3% |
| Q2 2023 | $1,861,476 | +20761.5% | 7,119 | -80.0% | 0.06% | -78.2% |
| Q1 2023 | $8,923 | -51.9% | 35,670 | -53.5% | 0.28% | -63.1% |
| Q4 2022 | $18,557 | -99.9% | 76,719 | +10.2% | 0.77% | +210.1% |
| Q3 2022 | $15,259,000 | +284.3% | 69,593 | +396.1% | 0.25% | +259.4% |
| Q4 2021 | $3,971,000 | -82.8% | 14,027 | -84.0% | 0.07% | -88.3% |
| Q3 2021 | $23,104,000 | +176.3% | 87,826 | +182.3% | 0.59% | +170.6% |
| Q2 2021 | $8,362,000 | -17.8% | 31,115 | -20.4% | 0.22% | +27.5% |
| Q1 2021 | $10,171,000 | -11.8% | 39,077 | -22.1% | 0.17% | -51.4% |
| Q4 2020 | $11,535,000 | +488.5% | 50,190 | +374.6% | 0.35% | +1500.0% |
| Q3 2020 | $1,960,000 | -71.4% | 10,575 | -72.5% | 0.02% | -92.2% |
| Q2 2020 | $6,843,000 | -65.4% | 38,480 | -60.0% | 0.28% | -82.9% |
| Q4 2019 | $19,783,000 | +395560.0% | 96,117 | +384368.0% | 1.64% | – |
| Q1 2019 | $5,000 | +25.0% | 25 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | -78.9% | 25 | -75.0% | 0.00% | -100.0% |
| Q4 2017 | $19,000 | -99.8% | 100 | -99.8% | 0.00% | -99.7% |
| Q3 2017 | $8,559,000 | -30.4% | 47,843 | -32.3% | 0.71% | -49.3% |
| Q2 2017 | $12,289,000 | -35.6% | 70,647 | -36.6% | 1.40% | -26.7% |
| Q1 2017 | $19,072,000 | +359.9% | 111,391 | +344.1% | 1.90% | +322.9% |
| Q4 2016 | $4,147,000 | -0.5% | 25,084 | -16.1% | 0.45% | -33.3% |
| Q4 2015 | $4,167,000 | +29664.3% | 29,907 | +29807.0% | 0.68% | +67400.0% |
| Q3 2015 | $14,000 | -99.5% | 100 | -99.5% | 0.00% | -99.6% |
| Q2 2015 | $2,999,000 | -81.2% | 19,994 | -81.8% | 0.27% | -82.8% |
| Q4 2014 | $15,946,000 | +609.7% | 110,122 | +570.0% | 1.55% | +514.3% |
| Q3 2014 | $2,247,000 | +409.5% | 16,435 | +411.8% | 0.25% | +342.1% |
| Q1 2014 | $441,000 | -91.1% | 3,211 | -91.4% | 0.06% | -93.1% |
| Q4 2013 | $4,970,000 | +56.8% | 37,142 | +35.3% | 0.83% | +221.3% |
| Q2 2013 | $3,170,000 | – | 27,445 | – | 0.26% | – |
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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% |