ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,141 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.06 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $421,840 | +4.6% | 7,208 | +8.6% | 0.03% | -7.1% |
| Q1 2024 | $403,314 | -0.3% | 6,640 | +355.1% | 0.03% | -6.7% |
| Q4 2023 | $404,362 | +11.9% | 1,459 | +0.7% | 0.03% | -9.1% |
| Q3 2023 | $361,308 | -4.6% | 1,449 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $378,885 | +4.5% | 1,449 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $362,482 | -1.1% | 1,449 | -4.4% | 0.03% | -10.8% |
| Q4 2022 | $366,463 | +10.3% | 1,515 | 0.0% | 0.04% | -2.6% |
| Q3 2022 | $332,179 | -3.1% | 1,515 | 0.0% | 0.04% | +8.6% |
| Q2 2022 | $342,738 | -23.2% | 1,515 | -9.0% | 0.04% | -10.3% |
| Q1 2022 | $446,518 | -5.8% | 1,664 | -0.6% | 0.04% | 0.0% |
| Q4 2021 | $473,876 | +13.5% | 1,674 | +5.5% | 0.04% | -9.3% |
| Q3 2021 | $417,492 | -2.1% | 1,587 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $426,475 | +1.0% | 1,587 | -2.2% | 0.04% | -2.3% |
| Q1 2021 | $422,434 | +15.8% | 1,623 | +2.3% | 0.04% | 0.0% |
| Q4 2020 | $364,740 | +24.0% | 1,587 | 0.0% | 0.04% | +4.8% |
| Q3 2020 | $294,087 | +4.2% | 1,587 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $282,200 | +23.6% | 1,587 | 0.0% | 0.04% | +7.7% |
| Q1 2020 | $228,306 | -30.1% | 1,587 | 0.0% | 0.04% | -18.8% |
| Q4 2019 | $326,636 | +3.4% | 1,587 | -2.9% | 0.05% | -5.9% |
| Q3 2019 | $315,931 | -0.5% | 1,635 | 0.0% | 0.05% | -3.8% |
| Q2 2019 | $317,615 | +2.6% | 1,635 | 0.0% | 0.05% | -38.4% |
| Q1 2019 | $309,669 | – | 1,635 | – | 0.09% | – |
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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% |