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 | $5,184,356 | -1.9% | 88,591 | +1.8% | 1.73% | -6.6% |
| Q1 2024 | $5,286,671 | +8.0% | 87,038 | +392.9% | 1.86% | -4.9% |
| Q4 2023 | $4,894,365 | +8.7% | 17,660 | -2.2% | 1.95% | -3.6% |
| Q3 2023 | $4,501,469 | -21.7% | 18,053 | -17.9% | 2.02% | -19.7% |
| Q2 2023 | $5,750,154 | -2.9% | 21,991 | -7.1% | 2.52% | -13.0% |
| Q1 2023 | $5,922,299 | +31070.0% | 23,674 | +24057.1% | 2.90% | +16941.2% |
| Q2 2018 | $19,000 | -24.0% | 98 | -25.2% | 0.02% | -26.1% |
| Q1 2018 | $25,000 | +78.6% | 131 | +72.4% | 0.02% | +76.9% |
| Q4 2017 | $14,000 | – | 76 | – | 0.01% | – |
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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% |