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 | $23,482 | -3.7% | 401 | 0.0% | 0.02% | +5.9% |
Q1 2024 | $24,373 | +9.6% | 401 | +401.2% | 0.02% | -5.6% |
Q4 2023 | $22,245 | +11.2% | 80 | 0.0% | 0.02% | 0.0% |
Q3 2023 | $20,013 | -4.6% | 80 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $20,987 | +4.5% | 80 | 0.0% | 0.02% | -14.3% |
Q1 2023 | $20,078 | +3.4% | 80 | 0.0% | 0.02% | +23.5% |
Q4 2022 | $19,415 | +7.9% | 80 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $18,000 | -47.1% | 80 | -46.7% | 0.02% | -41.4% |
Q2 2022 | $34,000 | -15.0% | 150 | 0.0% | 0.03% | +7.4% |
Q1 2022 | $40,000 | – | 150 | – | 0.03% | – |
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% |