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 | $3,441,203 | -3.7% | 58,804 | -0.0% | 1.13% | -7.8% |
| Q1 2024 | $3,572,040 | +8.9% | 58,809 | +396.8% | 1.22% | -1.5% |
| Q4 2023 | $3,280,523 | +10.4% | 11,837 | -0.7% | 1.24% | -3.3% |
| Q3 2023 | $2,972,023 | -4.4% | 11,919 | +0.2% | 1.29% | -1.7% |
| Q2 2023 | $3,110,328 | +5.4% | 11,895 | +0.8% | 1.31% | -2.8% |
| Q1 2023 | $2,950,854 | +2.8% | 11,796 | -0.6% | 1.35% | -6.8% |
| Q4 2022 | $2,871,065 | +332.4% | 11,869 | +291.8% | 1.44% | +297.8% |
| Q3 2022 | $664,000 | +0.3% | 3,029 | +3.4% | 0.36% | +8.7% |
| Q2 2022 | $662,000 | +2.2% | 2,928 | +21.2% | 0.33% | +21.9% |
| Q1 2022 | $648,000 | -8.2% | 2,415 | -3.1% | 0.27% | -4.9% |
| Q4 2021 | $706,000 | +10.1% | 2,493 | +2.4% | 0.29% | +2.1% |
| Q3 2021 | $641,000 | -11.2% | 2,435 | -9.4% | 0.28% | -11.6% |
| Q2 2021 | $722,000 | -7.8% | 2,687 | -10.7% | 0.32% | -5.1% |
| Q1 2021 | $783,000 | +6.8% | 3,008 | -5.7% | 0.34% | +1.8% |
| Q4 2020 | $733,000 | +27.3% | 3,191 | +2.7% | 0.33% | +26.4% |
| Q3 2020 | $576,000 | +2.1% | 3,107 | -2.1% | 0.26% | -7.1% |
| Q2 2020 | $564,000 | +21.0% | 3,173 | -2.0% | 0.28% | 0.0% |
| Q1 2020 | $466,000 | -47.8% | 3,238 | -25.9% | 0.28% | -22.6% |
| Q4 2019 | $893,000 | +3.1% | 4,369 | +1.0% | 0.36% | -1.9% |
| Q3 2019 | $866,000 | +2.9% | 4,327 | -0.2% | 0.37% | -2.4% |
| Q2 2019 | $842,000 | -0.1% | 4,334 | +0.8% | 0.38% | -4.8% |
| Q1 2019 | $843,000 | – | 4,298 | – | 0.40% | – |
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% |