ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,889 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,796,734 | -0.1% | 81,967 | +3.7% | 0.50% | -2.5% |
| Q1 2024 | $4,801,670 | +14.9% | 79,053 | +424.2% | 0.51% | +3.4% |
| Q4 2023 | $4,179,341 | +22.6% | 15,080 | +10.3% | 0.50% | +11.2% |
| Q3 2023 | $3,407,788 | +3.2% | 13,667 | +8.2% | 0.44% | +1.6% |
| Q2 2023 | $3,301,643 | -1.7% | 12,627 | -5.9% | 0.44% | -5.2% |
| Q1 2023 | $3,357,718 | +0.2% | 13,422 | -3.1% | 0.46% | -0.6% |
| Q4 2022 | $3,349,490 | +17.4% | 13,847 | +6.4% | 0.46% | +5.9% |
| Q3 2022 | $2,853,000 | +12.4% | 13,013 | +16.0% | 0.44% | +21.9% |
| Q2 2022 | $2,538,000 | +20.2% | 11,220 | +42.5% | 0.36% | +24.6% |
| Q1 2022 | $2,112,000 | -6.2% | 7,871 | -1.1% | 0.29% | +4.0% |
| Q4 2021 | $2,252,000 | +65.5% | 7,957 | +53.8% | 0.28% | +55.3% |
| Q3 2021 | $1,361,000 | +23.6% | 5,175 | +26.3% | 0.18% | +23.4% |
| Q2 2021 | $1,101,000 | – | 4,098 | – | 0.14% | – |
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% |