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 | $3,032,079 | -7.1% | 52,522 | -3.4% | 0.76% | -13.1% |
| Q1 2024 | $3,262,537 | -1.2% | 54,376 | +350.5% | 0.88% | -7.1% |
| Q4 2023 | $3,301,756 | -4.6% | 12,070 | -12.6% | 0.94% | -13.6% |
| Q3 2023 | $3,460,677 | +1.3% | 13,815 | +5.7% | 1.09% | -0.1% |
| Q2 2023 | $3,416,375 | +3.8% | 13,066 | -0.7% | 1.09% | -13.8% |
| Q1 2023 | $3,291,822 | +0.6% | 13,159 | -2.8% | 1.27% | -6.8% |
| Q4 2022 | $3,273,573 | +5.9% | 13,533 | -4.0% | 1.36% | -3.0% |
| Q3 2022 | $3,092,000 | -24.4% | 14,104 | -22.0% | 1.40% | -18.2% |
| Q2 2022 | $4,090,000 | +6.3% | 18,081 | +26.1% | 1.71% | +11.7% |
| Q1 2022 | $3,849,000 | -5.9% | 14,343 | -0.8% | 1.53% | -8.1% |
| Q4 2021 | $4,092,000 | +8.1% | 14,455 | +0.4% | 1.67% | -1.4% |
| Q3 2021 | $3,786,000 | -2.8% | 14,391 | -0.7% | 1.69% | -6.1% |
| Q2 2021 | $3,895,000 | +1.4% | 14,496 | -1.8% | 1.80% | -9.4% |
| Q1 2021 | $3,842,000 | +1.9% | 14,761 | -10.0% | 1.99% | -5.4% |
| Q4 2020 | $3,771,000 | +22.8% | 16,408 | -0.9% | 2.10% | +1.7% |
| Q3 2020 | $3,070,000 | -6.9% | 16,565 | -10.6% | 2.07% | -15.7% |
| Q2 2020 | $3,296,000 | +22.1% | 18,536 | -1.3% | 2.45% | +0.3% |
| Q1 2020 | $2,700,000 | -23.2% | 18,771 | +9.9% | 2.45% | -13.7% |
| Q4 2019 | $3,515,000 | – | 17,079 | – | 2.83% | – |
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% |