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 | $384,301 | -25.5% | 6,567 | -22.7% | 0.18% | -28.7% |
| Q1 2024 | $515,683 | -36.6% | 8,490 | +189.3% | 0.25% | -40.3% |
| Q4 2023 | $813,435 | +11.1% | 2,935 | 0.0% | 0.41% | +3.2% |
| Q3 2023 | $731,842 | -16.6% | 2,935 | -12.5% | 0.40% | -15.9% |
| Q2 2023 | $877,004 | +1.3% | 3,354 | -3.1% | 0.48% | -4.0% |
| Q1 2023 | $866,054 | -81.8% | 3,462 | -82.4% | 0.50% | -84.6% |
| Q4 2022 | $4,757,734 | +23.5% | 19,669 | +12.0% | 3.22% | +7.7% |
| Q3 2022 | $3,853,000 | -0.4% | 17,569 | +2.7% | 2.99% | +4.0% |
| Q2 2022 | $3,870,000 | -20.1% | 17,109 | -5.2% | 2.87% | -12.1% |
| Q1 2022 | $4,841,000 | -7.4% | 18,038 | -2.3% | 3.26% | -10.9% |
| Q4 2021 | $5,227,000 | +2.7% | 18,466 | -4.6% | 3.66% | -6.9% |
| Q3 2021 | $5,092,000 | -14.2% | 19,358 | -12.3% | 3.93% | -9.4% |
| Q2 2021 | $5,935,000 | +5.1% | 22,085 | +1.8% | 4.34% | -2.9% |
| Q1 2021 | $5,645,000 | +9.8% | 21,688 | -3.1% | 4.47% | +0.8% |
| Q4 2020 | $5,143,000 | +20.4% | 22,376 | -3.0% | 4.44% | +3.1% |
| Q3 2020 | $4,273,000 | -4.8% | 23,058 | -8.7% | 4.31% | -9.9% |
| Q2 2020 | $4,489,000 | +18.4% | 25,245 | -4.2% | 4.78% | +0.6% |
| Q1 2020 | $3,792,000 | -35.3% | 26,357 | -7.4% | 4.75% | -20.5% |
| Q4 2019 | $5,861,000 | +4.1% | 28,476 | -2.3% | 5.98% | -0.6% |
| Q3 2019 | $5,631,000 | -0.4% | 29,145 | +0.2% | 6.02% | +6.8% |
| Q2 2019 | $5,653,000 | +5.2% | 29,097 | +2.6% | 5.64% | +5.0% |
| Q1 2019 | $5,374,000 | +47.1% | 28,372 | +28.9% | 5.37% | +34.4% |
| Q4 2018 | $3,654,000 | -9.9% | 22,005 | +9.3% | 4.00% | +12.6% |
| Q3 2018 | $4,054,000 | +27.3% | 20,139 | +23.2% | 3.55% | +22.4% |
| Q2 2018 | $3,185,000 | +53.2% | 16,350 | +47.5% | 2.90% | +49.0% |
| Q1 2018 | $2,079,000 | +22.9% | 11,083 | +24.3% | 1.95% | +33.4% |
| Q4 2017 | $1,692,000 | – | 8,913 | – | 1.46% | – |
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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% |