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 | $4,569,125 | -5.7% | 78,078 | -2.1% | 0.36% | -2.7% |
| Q1 2024 | $4,845,453 | +7.1% | 79,774 | +388.6% | 0.37% | -13.5% |
| Q4 2023 | $4,525,305 | -3.4% | 16,328 | -13.1% | 0.43% | -15.5% |
| Q3 2023 | $4,683,292 | +17.3% | 18,782 | +23.0% | 0.51% | +20.3% |
| Q2 2023 | $3,992,277 | +8.2% | 15,268 | +3.5% | 0.42% | +2.2% |
| Q1 2023 | $3,689,610 | +12.0% | 14,749 | +8.3% | 0.41% | +10.7% |
| Q4 2022 | $3,294,784 | +4.2% | 13,621 | -5.5% | 0.37% | -11.0% |
| Q3 2022 | $3,162,000 | +2.1% | 14,421 | +5.4% | 0.42% | +7.7% |
| Q2 2022 | $3,096,000 | -6.2% | 13,686 | +11.2% | 0.39% | +8.6% |
| Q1 2022 | $3,302,000 | -8.1% | 12,305 | -3.1% | 0.36% | -3.8% |
| Q4 2021 | $3,593,000 | -2.0% | 12,693 | -8.9% | 0.37% | -11.6% |
| Q3 2021 | $3,665,000 | +12.6% | 13,931 | +15.0% | 0.42% | +7.1% |
| Q2 2021 | $3,255,000 | +3.0% | 12,112 | -0.3% | 0.39% | -4.6% |
| Q1 2021 | $3,161,000 | +7.4% | 12,144 | -5.2% | 0.41% | 0.0% |
| Q4 2020 | $2,943,000 | +14.8% | 12,805 | -7.5% | 0.41% | +13.2% |
| Q3 2020 | $2,564,000 | +8.7% | 13,838 | +4.3% | 0.36% | -13.7% |
| Q2 2020 | $2,359,000 | +9.9% | 13,266 | -11.1% | 0.42% | -12.6% |
| Q1 2020 | $2,146,000 | +3.0% | 14,916 | +43.5% | 0.48% | +33.7% |
| Q4 2019 | $2,083,000 | -10.3% | 10,391 | -11.0% | 0.36% | -13.0% |
| Q3 2019 | $2,323,000 | +7.3% | 11,674 | +1.7% | 0.42% | +4.0% |
| Q2 2019 | $2,164,000 | -2.5% | 11,475 | -2.1% | 0.40% | -3.8% |
| Q1 2019 | $2,220,000 | +0.2% | 11,719 | -1.4% | 0.42% | -7.6% |
| Q4 2018 | $2,215,000 | -35.4% | 11,886 | -34.0% | 0.45% | -24.9% |
| Q3 2018 | $3,431,000 | -0.4% | 17,996 | +1.8% | 0.60% | -8.1% |
| Q2 2018 | $3,445,000 | +9.6% | 17,686 | +5.6% | 0.65% | -3.3% |
| Q1 2018 | $3,142,000 | – | 16,753 | – | 0.67% | – |
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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% |