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 | $9,546,662 | -8.8% | 163,135 | -5.4% | 0.90% | -8.5% |
| Q1 2024 | $10,472,185 | +4.6% | 172,410 | +377.5% | 0.98% | -1.9% |
| Q4 2023 | $10,007,888 | +9.3% | 36,110 | -1.7% | 1.00% | -2.5% |
| Q3 2023 | $9,157,879 | -7.7% | 36,727 | -3.2% | 1.02% | -2.9% |
| Q2 2023 | $9,923,691 | +8.5% | 37,952 | +3.8% | 1.06% | -1.5% |
| Q1 2023 | $9,144,694 | -6.7% | 36,555 | -9.8% | 1.07% | -11.2% |
| Q4 2022 | $9,801,443 | +8.9% | 40,520 | -1.3% | 1.21% | -20.5% |
| Q3 2022 | $8,999,000 | -8.1% | 41,043 | -5.2% | 1.52% | -6.2% |
| Q2 2022 | $9,790,000 | -16.5% | 43,274 | -1.0% | 1.62% | -10.6% |
| Q1 2022 | $11,730,000 | +7.5% | 43,711 | +13.4% | 1.81% | +9.0% |
| Q4 2021 | $10,910,000 | +27175.0% | 38,540 | +25593.3% | 1.66% | +18355.6% |
| Q2 2021 | $40,000 | – | 150 | – | 0.01% | – |
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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% |