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 | $368,383 | -4.0% | 6,295 | -0.4% | 0.03% | -5.6% |
Q1 2024 | $383,877 | -9.2% | 6,320 | +314.4% | 0.04% | -14.3% |
Q4 2023 | $422,654 | +35.0% | 1,525 | +21.4% | 0.04% | +20.0% |
Q3 2023 | $313,184 | +3.8% | 1,256 | 0.0% | 0.04% | -2.8% |
Q2 2023 | $301,716 | +20.0% | 1,256 | +25.0% | 0.04% | +20.0% |
Q1 2023 | $251,411 | -26.5% | 1,005 | -16.9% | 0.03% | -46.4% |
Q4 2021 | $342,000 | – | 1,209 | – | 0.06% | – |
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% |