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 | $861,886 | -12.0% | 14,728 | -8.6% | 0.14% | -15.0% |
Q1 2024 | $979,049 | +12.0% | 16,119 | +410.9% | 0.17% | +3.1% |
Q4 2023 | $874,315 | -6.9% | 3,155 | -16.3% | 0.16% | -11.0% |
Q3 2023 | $939,467 | -8.5% | 3,768 | -4.1% | 0.18% | +1.1% |
Q2 2023 | $1,027,267 | -17.8% | 3,929 | -21.3% | 0.18% | -26.8% |
Q1 2023 | $1,248,964 | +3.3% | 4,993 | -0.1% | 0.25% | -4.7% |
Q4 2022 | $1,208,850 | -50.2% | 4,998 | -54.9% | 0.26% | -45.7% |
Q3 2022 | $2,428,000 | +94.1% | 11,075 | +100.2% | 0.48% | +280.0% |
Q2 2022 | $1,251,000 | -20.5% | 5,531 | -5.6% | 0.12% | -8.8% |
Q1 2022 | $1,573,000 | -3.3% | 5,862 | +2.1% | 0.14% | +3.8% |
Q4 2021 | $1,626,000 | +11.9% | 5,743 | +4.0% | 0.13% | +3.1% |
Q3 2021 | $1,453,000 | +6.5% | 5,523 | +8.8% | 0.13% | +93.9% |
Q2 2021 | $1,364,000 | +103.9% | 5,078 | +97.4% | 0.07% | -2.9% |
Q1 2021 | $669,000 | +6.4% | 2,572 | -6.0% | 0.07% | -5.6% |
Q4 2020 | $629,000 | +8.6% | 2,735 | -0.6% | 0.07% | +1.4% |
Q3 2020 | $579,000 | -99.7% | 2,752 | +164.4% | 0.07% | +51.1% |
Q2 2019 | $202,224,000 | +192494.3% | 1,041 | +93.5% | 0.05% | 0.0% |
Q2 2018 | $105,000 | -95.2% | 538 | -95.7% | 0.05% | -96.1% |
Q2 2017 | $2,176,000 | +27.5% | 12,510 | +25.5% | 1.22% | -4.7% |
Q1 2017 | $1,707,000 | -15.1% | 9,969 | -18.0% | 1.28% | -23.8% |
Q4 2016 | $2,011,000 | – | 12,163 | – | 1.68% | – |
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% |