ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,889 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $763,394 | -3.7% | 13,045 | 0.0% | 0.07% | +42.0% |
| Q1 2024 | $792,354 | +67.3% | 13,045 | +663.3% | 0.05% | +35.1% |
| Q4 2023 | $473,650 | +34.1% | 1,709 | +20.7% | 0.04% | +15.6% |
| Q3 2023 | $353,080 | -4.6% | 1,416 | 0.0% | 0.03% | +3.2% |
| Q2 2023 | $370,256 | +4.5% | 1,416 | 0.0% | 0.03% | -6.1% |
| Q1 2023 | $354,227 | +3.4% | 1,416 | 0.0% | 0.03% | -2.9% |
| Q4 2022 | $342,516 | +10.5% | 1,416 | 0.0% | 0.03% | +3.0% |
| Q3 2022 | $310,000 | -3.1% | 1,416 | 0.0% | 0.03% | +22.2% |
| Q2 2022 | $320,000 | -15.8% | 1,416 | 0.0% | 0.03% | +3.8% |
| Q1 2022 | $380,000 | +46.7% | 1,416 | +54.6% | 0.03% | +52.9% |
| Q4 2021 | $259,000 | -28.3% | 916 | -31.8% | 0.02% | -34.6% |
| Q2 2021 | $361,000 | +3.1% | 1,344 | 0.0% | 0.03% | -7.1% |
| Q1 2021 | $350,000 | +72.4% | 1,344 | +36.6% | 0.03% | +40.0% |
| Q4 2019 | $203,000 | -12.5% | 984 | -17.6% | 0.02% | -20.0% |
| Q2 2019 | $232,000 | -18.0% | 1,194 | -20.1% | 0.02% | -26.5% |
| Q1 2019 | $283,000 | +26.3% | 1,494 | +10.7% | 0.03% | -2.9% |
| Q4 2018 | $224,000 | -30.9% | 1,349 | -16.2% | 0.04% | +12.9% |
| Q3 2018 | $324,000 | +3.5% | 1,609 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $313,000 | +5.7% | 1,609 | +1.9% | 0.03% | 0.0% |
| Q1 2018 | $296,000 | +1.4% | 1,579 | +2.6% | 0.03% | -18.4% |
| Q4 2017 | $292,000 | +31.5% | 1,539 | +24.2% | 0.04% | +31.0% |
| Q3 2017 | $222,000 | -59.7% | 1,239 | -61.5% | 0.03% | -59.7% |
| Q1 2017 | $551,000 | – | 3,220 | – | 0.07% | – |
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% |