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 | $1,830,967 | -37.2% | 31,288 | -34.8% | 0.05% | -37.7% |
| Q1 2024 | $2,915,351 | +59.3% | 47,997 | +626.8% | 0.08% | +30.5% |
| Q4 2023 | $1,830,351 | +19.9% | 6,604 | +7.9% | 0.06% | +3.5% |
| Q3 2023 | $1,526,603 | -8.2% | 6,122 | -3.7% | 0.06% | -9.5% |
| Q2 2023 | $1,662,576 | +3.5% | 6,358 | -1.0% | 0.06% | -6.0% |
| Q1 2023 | $1,606,535 | +3.7% | 6,422 | +0.2% | 0.07% | -9.5% |
| Q4 2022 | $1,549,906 | +66.5% | 6,407 | +50.8% | 0.07% | +51.0% |
| Q3 2022 | $931,000 | -11.4% | 4,248 | -8.6% | 0.05% | -10.9% |
| Q2 2022 | $1,051,000 | -0.6% | 4,646 | +18.0% | 0.06% | +12.2% |
| Q1 2022 | $1,057,000 | -0.8% | 3,938 | +4.7% | 0.05% | +2.1% |
| Q4 2021 | $1,065,000 | +10.7% | 3,763 | +2.9% | 0.05% | -2.0% |
| Q3 2021 | $962,000 | +7.7% | 3,658 | +10.1% | 0.05% | +4.3% |
| Q2 2021 | $893,000 | +3.0% | 3,322 | -0.2% | 0.05% | -6.0% |
| Q1 2021 | $867,000 | +8.6% | 3,330 | -4.1% | 0.05% | 0.0% |
| Q4 2020 | $798,000 | +35.3% | 3,473 | +9.1% | 0.05% | +13.6% |
| Q3 2020 | $590,000 | +6.5% | 3,182 | +2.1% | 0.04% | -8.3% |
| Q2 2020 | $554,000 | +16.6% | 3,116 | -5.6% | 0.05% | -7.7% |
| Q1 2020 | $475,000 | -34.8% | 3,301 | -6.8% | 0.05% | -25.7% |
| Q4 2019 | $729,000 | -15.9% | 3,542 | -21.0% | 0.07% | -24.7% |
| Q3 2019 | $867,000 | -5.3% | 4,485 | -4.9% | 0.09% | -9.7% |
| Q2 2019 | $916,000 | +4.0% | 4,718 | +1.5% | 0.10% | +1.0% |
| Q1 2019 | $881,000 | +3.6% | 4,650 | -9.2% | 0.10% | -8.1% |
| Q4 2018 | $850,000 | -0.9% | 5,119 | +20.1% | 0.11% | -1.8% |
| Q3 2018 | $858,000 | +20.7% | 4,262 | +16.7% | 0.11% | +7.6% |
| Q2 2018 | $711,000 | +203.8% | 3,651 | +192.8% | 0.10% | +176.3% |
| Q1 2018 | $234,000 | -1.3% | 1,247 | 0.0% | 0.04% | -7.3% |
| Q4 2017 | $237,000 | – | 1,247 | – | 0.04% | – |
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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% |