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 | $16,366,053 | -3.0% | 279,666 | +0.7% | 1.69% | -6.7% |
| Q1 2024 | $16,869,265 | +7.5% | 277,729 | +390.4% | 1.81% | -1.5% |
| Q4 2023 | $15,697,328 | +9.9% | 56,638 | -1.1% | 1.84% | -0.7% |
| Q3 2023 | $14,283,401 | -4.7% | 57,283 | -0.1% | 1.85% | -0.8% |
| Q2 2023 | $14,992,881 | +15.6% | 57,339 | +10.6% | 1.86% | +6.4% |
| Q1 2023 | $12,974,182 | +17.1% | 51,864 | +13.2% | 1.75% | +5.2% |
| Q4 2022 | $11,082,561 | +22.0% | 45,817 | +10.6% | 1.67% | +10.3% |
| Q3 2022 | $9,084,000 | +31.6% | 41,432 | +35.8% | 1.51% | +35.7% |
| Q2 2022 | $6,901,000 | +145.0% | 30,503 | +190.6% | 1.11% | +174.1% |
| Q1 2022 | $2,817,000 | +36.0% | 10,498 | +43.5% | 0.41% | +19.8% |
| Q4 2021 | $2,071,000 | +17.1% | 7,318 | +8.9% | 0.34% | -17.9% |
| Q3 2021 | $1,768,000 | -0.2% | 6,723 | +2.0% | 0.41% | -0.5% |
| Q2 2021 | $1,771,000 | +10.7% | 6,589 | +7.2% | 0.42% | -7.6% |
| Q1 2021 | $1,600,000 | +13.6% | 6,148 | +0.2% | 0.45% | +4.7% |
| Q4 2020 | $1,409,000 | +24.1% | 6,133 | +0.1% | 0.43% | +8.6% |
| Q3 2020 | $1,135,000 | +6.2% | 6,128 | +1.9% | 0.40% | -0.5% |
| Q2 2020 | $1,069,000 | +65.2% | 6,013 | +33.6% | 0.40% | +26.4% |
| Q1 2020 | $647,000 | -3.4% | 4,500 | +38.2% | 0.31% | +25.6% |
| Q4 2019 | $670,000 | +12.4% | 3,255 | +5.5% | 0.25% | 0.0% |
| Q3 2019 | $596,000 | -3.7% | 3,085 | -3.1% | 0.25% | -4.9% |
| Q2 2019 | $619,000 | +8.8% | 3,185 | +6.0% | 0.26% | +2.3% |
| Q1 2019 | $569,000 | +25.6% | 3,005 | +10.2% | 0.26% | +4.5% |
| Q4 2018 | $453,000 | -45.2% | 2,727 | -33.6% | 0.25% | -39.7% |
| Q3 2018 | $827,000 | +3.9% | 4,108 | +0.5% | 0.41% | -4.7% |
| Q2 2018 | $796,000 | +39.6% | 4,086 | +34.4% | 0.43% | +32.5% |
| Q1 2018 | $570,000 | +11.1% | 3,041 | +12.6% | 0.32% | +13.7% |
| Q4 2017 | $513,000 | +8.9% | 2,701 | +2.5% | 0.28% | +3.6% |
| Q3 2017 | $471,000 | +21.1% | 2,635 | +17.9% | 0.27% | +13.7% |
| Q2 2017 | $389,000 | +11.1% | 2,235 | +9.3% | 0.24% | -0.4% |
| Q1 2017 | $350,000 | +16.7% | 2,045 | +12.7% | 0.24% | +12.6% |
| Q4 2016 | $300,000 | – | 1,815 | – | 0.22% | – |
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% |