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 | $328,298 | -3.5% | 5,610 | +0.2% | 0.19% | -2.5% |
| Q1 2024 | $340,144 | +15.2% | 5,600 | +425.8% | 0.20% | +4.2% |
| Q4 2023 | $295,165 | +14.9% | 1,065 | +3.4% | 0.19% | +4.4% |
| Q3 2023 | $256,831 | -4.6% | 1,030 | 0.0% | 0.18% | +1.7% |
| Q2 2023 | $269,325 | +169.2% | 1,030 | +157.5% | 0.18% | +157.1% |
| Q1 2023 | $100,064 | +3.4% | 400 | 0.0% | 0.07% | +1.4% |
| Q4 2022 | $96,756 | +10.0% | 400 | 0.0% | 0.07% | -1.4% |
| Q3 2022 | $88,000 | -2.2% | 400 | 0.0% | 0.07% | +6.1% |
| Q2 2022 | $90,000 | -15.9% | 400 | 0.0% | 0.07% | +4.8% |
| Q1 2022 | $107,000 | -5.3% | 400 | 0.0% | 0.06% | +6.8% |
| Q4 2021 | $113,000 | +7.6% | 400 | 0.0% | 0.06% | -3.3% |
| Q3 2021 | $105,000 | +94.4% | 400 | +100.0% | 0.06% | +96.8% |
| Q2 2021 | $54,000 | +3.8% | 200 | 0.0% | 0.03% | -8.8% |
| Q1 2021 | $52,000 | +13.0% | 200 | 0.0% | 0.03% | +3.0% |
| Q4 2020 | $46,000 | +24.3% | 200 | 0.0% | 0.03% | -2.9% |
| Q3 2020 | $37,000 | +2.8% | 200 | 0.0% | 0.03% | -15.0% |
| Q2 2020 | $36,000 | +24.1% | 200 | 0.0% | 0.04% | +8.1% |
| Q1 2020 | $29,000 | -61.8% | 200 | -46.1% | 0.04% | -41.3% |
| Q4 2019 | $76,000 | +5.6% | 371 | 0.0% | 0.06% | -8.7% |
| Q3 2019 | $72,000 | 0.0% | 371 | 0.0% | 0.07% | 0.0% |
| Q2 2019 | $72,000 | +2.9% | 371 | 0.0% | 0.07% | -4.2% |
| Q1 2019 | $70,000 | +12.9% | 371 | 0.0% | 0.07% | -6.5% |
| Q4 2018 | $62,000 | – | 371 | – | 0.08% | – |
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% |