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 | $427,852 | +4.6% | 7,330 | +7.5% | 0.04% | -2.4% |
| Q1 2024 | $409,200 | +8.7% | 6,820 | +389.9% | 0.04% | +5.0% |
| Q4 2023 | $376,536 | +5.5% | 1,392 | -5.1% | 0.04% | 0.0% |
| Q3 2023 | $356,906 | +3.2% | 1,467 | +9.2% | 0.04% | +5.3% |
| Q2 2023 | $345,717 | +51.5% | 1,344 | +43.6% | 0.04% | +46.2% |
| Q1 2023 | $228,178 | -17.8% | 936 | -14.5% | 0.03% | -29.7% |
| Q4 2022 | $277,583 | -4.0% | 1,095 | -14.5% | 0.04% | -21.3% |
| Q3 2022 | $289,000 | +41.7% | 1,281 | +77.4% | 0.05% | +88.0% |
| Q4 2021 | $204,000 | – | 722 | – | 0.02% | – |
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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% |