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 | $4,661,555 | -4.6% | 79,657 | -0.9% | 0.94% | -11.3% |
| Q1 2024 | $4,884,727 | +10.5% | 80,420 | +404.1% | 1.06% | -1.9% |
| Q4 2023 | $4,421,227 | +7.7% | 15,952 | -3.1% | 1.08% | -4.2% |
| Q3 2023 | $4,105,594 | -3.3% | 16,465 | +1.4% | 1.13% | -1.6% |
| Q2 2023 | $4,247,006 | +5.0% | 16,242 | +0.5% | 1.15% | -4.4% |
| Q1 2023 | $4,043,294 | +3.5% | 16,163 | +0.0% | 1.20% | -6.1% |
| Q4 2022 | $3,908,179 | +5.9% | 16,157 | -4.1% | 1.28% | -3.7% |
| Q3 2022 | $3,692,000 | +0.2% | 16,840 | +3.4% | 1.33% | +5.2% |
| Q2 2022 | $3,684,000 | -15.3% | 16,284 | +0.5% | 1.26% | -3.5% |
| Q1 2022 | $4,347,000 | -4.2% | 16,199 | +1.0% | 1.31% | -3.0% |
| Q4 2021 | $4,539,000 | +8.6% | 16,034 | +0.9% | 1.35% | -4.7% |
| Q3 2021 | $4,181,000 | -2.8% | 15,894 | -0.7% | 1.42% | -5.4% |
| Q2 2021 | $4,300,000 | +2.1% | 16,001 | -1.1% | 1.50% | -8.3% |
| Q1 2021 | $4,213,000 | +13.3% | 16,185 | +0.0% | 1.63% | +4.4% |
| Q4 2020 | $3,718,000 | +19.6% | 16,178 | -3.5% | 1.56% | +5.2% |
| Q3 2020 | $3,108,000 | +3.2% | 16,771 | -0.9% | 1.48% | -6.6% |
| Q2 2020 | $3,011,000 | +6.9% | 16,931 | -13.5% | 1.59% | -11.8% |
| Q1 2020 | $2,817,000 | -25.4% | 19,578 | +6.8% | 1.80% | -12.5% |
| Q4 2019 | $3,775,000 | +7.4% | 18,339 | +0.8% | 2.06% | -3.1% |
| Q3 2019 | $3,515,000 | -2.6% | 18,191 | -2.1% | 2.13% | -1.9% |
| Q2 2019 | $3,608,000 | +3.4% | 18,574 | +0.9% | 2.17% | -4.6% |
| Q1 2019 | $3,488,000 | +5.2% | 18,416 | -7.8% | 2.27% | -5.1% |
| Q4 2018 | $3,316,000 | – | 19,966 | – | 2.39% | – |
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% |