ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,980 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $42,103,088 | -2.4% | 719,465 | +1.3% | 15.21% | -3.8% |
| Q1 2024 | $43,131,770 | +10.1% | 710,105 | +402.2% | 15.81% | +1.9% |
| Q4 2023 | $39,190,345 | +6.6% | 141,405 | -4.1% | 15.51% | -2.5% |
| Q3 2023 | $36,753,145 | -1.5% | 147,396 | +3.3% | 15.90% | -0.8% |
| Q2 2023 | $37,316,022 | +6.6% | 142,711 | +2.0% | 16.04% | +1.5% |
| Q1 2023 | $35,010,345 | +4.7% | 139,952 | +1.2% | 15.80% | -0.8% |
| Q4 2022 | $33,444,344 | +12.1% | 138,263 | +1.6% | 15.94% | +0.7% |
| Q3 2022 | $29,847,000 | -1.2% | 136,126 | +1.9% | 15.82% | +2.5% |
| Q2 2022 | $30,208,000 | -13.7% | 133,530 | +2.4% | 15.44% | -2.8% |
| Q1 2022 | $34,991,000 | -2.7% | 130,398 | +2.6% | 15.89% | +0.1% |
| Q4 2021 | $35,968,000 | +3.0% | 127,060 | +1.4% | 15.87% | +0.3% |
| Q3 2021 | $34,917,000 | +10.2% | 125,307 | +6.3% | 15.83% | -1.7% |
| Q2 2021 | $31,692,000 | +4.7% | 117,934 | +1.4% | 16.11% | -2.2% |
| Q1 2021 | $30,278,000 | +11.9% | 116,329 | -1.2% | 16.48% | +1.7% |
| Q4 2020 | $27,054,000 | +22.3% | 117,712 | -1.4% | 16.20% | +5.3% |
| Q3 2020 | $22,130,000 | +5.7% | 119,419 | +1.4% | 15.39% | -2.6% |
| Q2 2020 | $20,939,000 | +21.4% | 117,752 | -1.7% | 15.80% | +1.4% |
| Q1 2020 | $17,241,000 | -16.8% | 119,844 | +19.1% | 15.58% | -0.7% |
| Q4 2019 | $20,712,000 | – | 100,630 | – | 15.70% | – |
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% |