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 | $287,918 | -3.7% | 4,920 | 0.0% | 0.06% | -7.6% |
| Q1 2024 | $298,841 | +9.6% | 4,920 | +400.0% | 0.07% | +6.5% |
| Q4 2023 | $272,716 | +11.1% | 984 | 0.0% | 0.06% | 0.0% |
| Q3 2023 | $245,360 | -4.6% | 984 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $257,296 | +4.5% | 984 | 0.0% | 0.06% | +1.6% |
| Q1 2023 | $246,157 | -3.1% | 984 | -6.3% | 0.06% | -14.1% |
| Q4 2022 | $253,985 | +10.4% | 1,050 | 0.0% | 0.07% | +1.4% |
| Q3 2022 | $230,000 | -3.4% | 1,050 | 0.0% | 0.07% | +6.1% |
| Q2 2022 | $238,000 | -15.6% | 1,050 | 0.0% | 0.07% | -25.8% |
| Q1 2022 | $282,000 | -5.1% | 1,050 | 0.0% | 0.09% | +4.7% |
| Q4 2021 | $297,000 | +7.6% | 1,050 | 0.0% | 0.08% | +1.2% |
| Q3 2021 | $276,000 | -2.1% | 1,050 | 0.0% | 0.08% | -2.3% |
| Q2 2021 | $282,000 | +3.3% | 1,050 | 0.0% | 0.09% | +1.2% |
| Q1 2021 | $273,000 | +13.3% | 1,050 | 0.0% | 0.08% | +6.2% |
| Q4 2020 | $241,000 | -61.6% | 1,050 | -75.9% | 0.08% | -80.0% |
| Q1 2020 | $627,000 | -30.0% | 4,355 | 0.0% | 0.40% | -12.6% |
| Q4 2019 | $896,000 | +6.4% | 4,355 | 0.0% | 0.46% | -9.1% |
| Q3 2019 | $842,000 | +23.3% | 4,355 | +23.9% | 0.50% | +18.8% |
| Q2 2019 | $683,000 | +2.6% | 3,515 | 0.0% | 0.42% | +0.2% |
| Q1 2019 | $666,000 | +14.0% | 3,515 | 0.0% | 0.42% | +1.9% |
| Q4 2018 | $584,000 | -17.5% | 3,515 | 0.0% | 0.42% | -10.3% |
| Q3 2018 | $708,000 | +3.4% | 3,515 | 0.0% | 0.46% | -6.3% |
| Q2 2018 | $685,000 | +3.9% | 3,515 | 0.0% | 0.50% | -19.6% |
| Q1 2018 | $659,000 | -1.2% | 3,515 | 0.0% | 0.62% | +14.3% |
| Q4 2017 | $667,000 | +6.0% | 3,515 | 0.0% | 0.54% | -27.4% |
| Q3 2017 | $629,000 | +2.9% | 3,515 | 0.0% | 0.74% | +38.7% |
| Q2 2017 | $611,000 | +1.5% | 3,515 | 0.0% | 0.54% | -3.9% |
| Q1 2017 | $602,000 | +3.6% | 3,515 | 0.0% | 0.56% | +7.7% |
| Q4 2016 | $581,000 | – | 3,515 | – | 0.52% | – |
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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% |