ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,935 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,640,901 | +17.6% | 28,040 | +22.1% | 0.00% | +50.0% |
| Q1 2024 | $1,395,441 | -21.2% | 22,974 | +259.5% | 0.00% | -33.3% |
| Q4 2023 | $1,770,988 | +5084.2% | 6,390 | +4564.2% | 0.00% | – |
| Q3 2023 | $34,161 | +7358.7% | 137 | +878.6% | 0.00% | – |
| Q2 2023 | $458 | -99.6% | 14 | -96.8% | 0.00% | -100.0% |
| Q4 2022 | $105,948 | -56.0% | 438 | -60.2% | 0.00% | 0.0% |
| Q3 2022 | $241,000 | -65.1% | 1,101 | -64.0% | 0.00% | -80.0% |
| Q2 2022 | $691,000 | -81.1% | 3,055 | -77.6% | 0.01% | -83.9% |
| Q1 2022 | $3,660,000 | +268.2% | 13,640 | +288.3% | 0.03% | +287.5% |
| Q4 2021 | $994,000 | +2.5% | 3,513 | -4.7% | 0.01% | -33.3% |
| Q3 2021 | $970,000 | -9.5% | 3,688 | -10.5% | 0.01% | -29.4% |
| Q1 2021 | $1,072,000 | +1885.2% | 4,120 | +1653.2% | 0.02% | +1600.0% |
| Q4 2020 | $54,000 | – | 235 | – | 0.00% | – |
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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% |