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 | $30,260,772 | -2.7% | 522,007 | +1.9% | 3.46% | -4.0% |
| Q1 2024 | $31,108,250 | +16.0% | 512,154 | +429.2% | 3.60% | +8.2% |
| Q4 2023 | $26,820,517 | +14.9% | 96,773 | +1.5% | 3.33% | +5.1% |
| Q3 2023 | $23,346,026 | -2.8% | 95,344 | +3.8% | 3.17% | -2.2% |
| Q2 2023 | $24,006,641 | +8.0% | 91,811 | +3.4% | 3.24% | -5.7% |
| Q1 2023 | $22,220,593 | +7.7% | 88,826 | +4.2% | 3.44% | +8.4% |
| Q4 2022 | $20,625,983 | +16.5% | 85,270 | +5.6% | 3.17% | +7.5% |
| Q3 2022 | $17,710,000 | +2.7% | 80,770 | +6.0% | 2.95% | +12.2% |
| Q2 2022 | $17,243,000 | -11.2% | 76,219 | +5.3% | 2.63% | -2.8% |
| Q1 2022 | $19,416,000 | +12.9% | 72,357 | +19.1% | 2.71% | +10.8% |
| Q4 2021 | $17,205,000 | +18.6% | 60,777 | +10.2% | 2.45% | +6.8% |
| Q3 2021 | $14,509,000 | +5.5% | 55,153 | +7.8% | 2.29% | +3.9% |
| Q2 2021 | $13,753,000 | +7.9% | 51,176 | +4.5% | 2.21% | +1.0% |
| Q1 2021 | $12,743,000 | +14.5% | 48,959 | +1.1% | 2.18% | +5.3% |
| Q4 2020 | $11,127,000 | +25.7% | 48,414 | +1.4% | 2.08% | +6.0% |
| Q3 2020 | $8,851,000 | +31.6% | 47,764 | +26.3% | 1.96% | +24.2% |
| Q2 2020 | $6,727,000 | +60.5% | 37,828 | +29.8% | 1.58% | +39.6% |
| Q1 2020 | $4,192,000 | -30.4% | 29,138 | -0.5% | 1.13% | -10.8% |
| Q4 2019 | $6,025,000 | +5.2% | 29,273 | -0.2% | 1.27% | +0.2% |
| Q3 2019 | $5,727,000 | +3.4% | 29,323 | +2.9% | 1.26% | -4.6% |
| Q2 2019 | $5,536,604 | +3.3% | 28,501 | +0.7% | 1.32% | -2.9% |
| Q1 2019 | $5,358,505 | +16.5% | 28,292 | +2.1% | 1.36% | +1.1% |
| Q4 2018 | $4,600,000 | – | 27,702 | – | 1.35% | – |
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% |