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 | $6,124,668 | -5.4% | 104,659 | -1.8% | 3.61% | -7.5% |
| Q1 2024 | $6,475,270 | +9.4% | 106,606 | +398.4% | 3.91% | -1.8% |
| Q4 2023 | $5,916,256 | +10.9% | 21,388 | +0.0% | 3.98% | +2.2% |
| Q3 2023 | $5,332,405 | -4.7% | 21,385 | -0.1% | 3.89% | -3.9% |
| Q2 2023 | $5,597,246 | +4.5% | 21,406 | +0.0% | 4.05% | -2.2% |
| Q1 2023 | $5,354,669 | +486.9% | 21,405 | -99.5% | 4.14% | -11.9% |
| Q4 2022 | $912,415 | -80.9% | 4,334,888 | +19784.8% | 4.70% | +19.9% |
| Q3 2022 | $4,780,000 | -3.1% | 21,800 | -0.1% | 3.92% | +5.7% |
| Q2 2022 | $4,935,000 | -16.7% | 21,815 | -1.1% | 3.71% | +5.0% |
| Q1 2022 | $5,927,000 | -5.1% | 22,064 | +0.0% | 3.53% | -0.1% |
| Q4 2021 | $6,246,000 | +9.3% | 22,063 | +1.6% | 3.54% | -7.9% |
| Q3 2021 | $5,714,000 | -2.1% | 21,721 | 0.0% | 3.84% | +10.8% |
| Q2 2021 | $5,837,000 | +2.8% | 21,721 | -0.5% | 3.47% | -7.0% |
| Q1 2021 | $5,680,000 | +11.5% | 21,821 | -1.6% | 3.73% | -21.7% |
| Q4 2020 | $5,096,000 | +20.5% | 22,171 | -2.8% | 4.76% | +53.4% |
| Q3 2020 | $4,228,000 | -2.4% | 22,816 | -6.3% | 3.10% | -4.5% |
| Q2 2020 | $4,331,000 | +20.8% | 24,354 | -2.7% | 3.25% | +0.7% |
| Q1 2020 | $3,584,000 | -29.8% | 25,019 | +0.8% | 3.23% | +11.3% |
| Q4 2019 | $5,108,000 | +6.5% | 24,819 | 0.0% | 2.90% | +0.6% |
| Q3 2019 | $4,796,000 | -3.3% | 24,819 | -2.8% | 2.88% | -2.6% |
| Q2 2019 | $4,962,000 | +2.2% | 25,544 | -0.4% | 2.96% | -0.5% |
| Q1 2019 | $4,857,000 | +9.4% | 25,643 | -4.1% | 2.98% | +0.7% |
| Q4 2018 | $4,441,000 | -17.5% | 26,743 | 0.0% | 2.96% | -3.1% |
| Q3 2018 | $5,383,000 | +3.3% | 26,743 | 0.0% | 3.05% | -0.3% |
| Q2 2018 | $5,209,000 | +3.8% | 26,743 | 0.0% | 3.06% | -0.1% |
| Q1 2018 | $5,017,000 | -3.6% | 26,743 | -2.6% | 3.06% | -0.9% |
| Q4 2017 | $5,207,000 | +4.0% | 27,443 | -2.0% | 3.09% | -2.7% |
| Q3 2017 | $5,009,000 | +2.8% | 28,003 | 0.0% | 3.18% | -3.6% |
| Q2 2017 | $4,871,000 | +1.7% | 28,003 | 0.0% | 3.30% | -3.3% |
| Q1 2017 | $4,791,000 | +3.5% | 28,003 | 0.0% | 3.41% | -3.3% |
| Q4 2016 | $4,630,000 | +8.0% | 28,003 | +0.9% | 3.53% | +6.9% |
| Q3 2016 | $4,289,000 | +2.7% | 27,743 | -0.7% | 3.30% | -2.3% |
| Q2 2016 | $4,175,000 | +2.8% | 27,945 | -0.7% | 3.38% | -4.7% |
| Q1 2016 | $4,063,000 | -1.4% | 28,145 | -1.5% | 3.55% | -2.2% |
| Q4 2015 | $4,119,000 | – | 28,576 | – | 3.63% | – |
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% |