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 | $4,125,329 | +2.0% | 70,494 | +5.9% | 1.18% | -0.8% |
| Q1 2024 | $4,044,234 | +13.4% | 66,583 | +417.6% | 1.19% | +6.7% |
| Q4 2023 | $3,565,014 | +10.7% | 12,863 | +4.5% | 1.11% | +6.3% |
| Q2 2023 | $3,219,392 | +11.2% | 12,312 | +6.4% | 1.05% | +6.4% |
| Q1 2023 | $2,894,199 | +6.4% | 11,569 | +2.8% | 0.98% | -1.2% |
| Q4 2022 | $2,721,371 | +10.9% | 11,250 | +0.5% | 1.00% | +4.3% |
| Q3 2022 | $2,454,000 | +9.7% | 11,190 | +13.1% | 0.95% | +15.4% |
| Q2 2022 | $2,238,000 | -4.8% | 9,892 | +12.9% | 0.83% | +8.2% |
| Q1 2022 | $2,350,000 | +3.8% | 8,758 | +9.5% | 0.76% | +8.8% |
| Q4 2021 | $2,264,000 | +10.2% | 7,999 | +2.6% | 0.70% | +5.2% |
| Q3 2021 | $2,054,000 | +25.8% | 7,800 | +28.4% | 0.67% | +23.1% |
| Q2 2021 | $1,633,000 | +597.9% | 6,077 | +579.8% | 0.54% | +515.9% |
| Q1 2021 | $234,000 | -1.3% | 894 | -12.6% | 0.09% | -5.4% |
| Q4 2020 | $237,000 | -27.7% | 1,023 | -41.3% | 0.09% | -34.0% |
| Q3 2020 | $328,000 | +27.1% | 1,744 | +22.5% | 0.14% | +19.5% |
| Q2 2020 | $258,000 | +17.3% | 1,424 | +32.1% | 0.12% | +20.4% |
| Q4 2019 | $220,000 | +6.8% | 1,078 | +1.8% | 0.10% | -1.0% |
| Q3 2019 | $206,000 | -2.4% | 1,059 | -5.1% | 0.10% | -11.6% |
| Q1 2019 | $211,000 | -9.8% | 1,116 | -10.6% | 0.11% | +1.8% |
| Q1 2018 | $234,000 | -94.1% | 1,248 | -94.4% | 0.11% | -89.1% |
| Q3 2017 | $3,965,000 | +98.4% | 22,113 | +92.5% | 1.01% | -10.0% |
| Q2 2017 | $1,998,000 | -0.1% | 11,486 | +0.0% | 1.12% | -3.1% |
| Q1 2017 | $2,001,000 | – | 11,485 | – | 1.16% | – |
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% |