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 | $4,883,705 | +2.9% | 83,454 | +6.8% | 1.33% | -0.1% |
| Q1 2024 | $4,745,925 | +21.1% | 78,135 | +452.7% | 1.34% | +10.9% |
| Q4 2023 | $3,917,742 | +14.4% | 14,136 | +2.9% | 1.20% | +5.0% |
| Q3 2023 | $3,425,361 | -1.4% | 13,737 | +3.4% | 1.15% | +1.5% |
| Q2 2023 | $3,473,524 | +23.0% | 13,284 | +17.2% | 1.13% | +22.4% |
| Q1 2023 | $2,823,260 | +215.5% | 11,334 | +206.4% | 0.92% | +189.3% |
| Q4 2022 | $894,760 | +11.2% | 3,699 | +0.8% | 0.32% | +9.2% |
| Q3 2022 | $805,000 | +7.3% | 3,669 | +10.6% | 0.29% | +14.1% |
| Q2 2022 | $750,000 | -14.3% | 3,317 | +1.7% | 0.26% | +0.4% |
| Q1 2022 | $875,000 | +7.6% | 3,261 | +13.5% | 0.26% | +9.4% |
| Q4 2021 | $813,000 | +105.8% | 2,873 | +91.5% | 0.23% | +14.8% |
| Q3 2021 | $395,000 | -35.0% | 1,500 | -33.7% | 0.20% | +7.4% |
| Q2 2021 | $608,000 | +7.8% | 2,264 | +4.4% | 0.19% | +0.5% |
| Q1 2021 | $564,000 | – | 2,168 | – | 0.19% | – |
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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% |