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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,865,520 | -71.5% | 30,713 | +16.9% | 0.06% | -76.2% |
| Q3 2023 | $6,556,019 | +418.1% | 26,270 | +442.9% | 0.23% | +425.0% |
| Q2 2023 | $1,265,311 | +4.5% | 4,839 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $1,210,533 | +3.2% | 4,839 | -0.2% | 0.04% | +4.8% |
| Q4 2022 | $1,172,449 | +10.3% | 4,847 | 0.0% | 0.04% | -2.3% |
| Q3 2022 | $1,063,000 | -3.1% | 4,847 | 0.0% | 0.04% | +4.9% |
| Q2 2022 | $1,097,000 | -15.7% | 4,847 | 0.0% | 0.04% | -4.7% |
| Q1 2022 | $1,301,000 | -6.2% | 4,847 | -1.0% | 0.04% | -2.3% |
| Q4 2021 | $1,387,000 | +16.7% | 4,898 | +8.3% | 0.04% | -2.2% |
| Q3 2021 | $1,189,000 | -7.0% | 4,523 | -5.0% | 0.04% | -6.2% |
| Q2 2021 | $1,279,000 | +8.7% | 4,761 | +5.3% | 0.05% | -9.4% |
| Q1 2021 | $1,177,000 | +180.2% | 4,523 | +147.3% | 0.05% | +89.3% |
| Q4 2020 | $420,000 | +51.6% | 1,829 | +22.2% | 0.03% | +27.3% |
| Q3 2020 | $277,000 | -1.8% | 1,497 | -5.7% | 0.02% | -18.5% |
| Q2 2020 | $282,000 | -99.9% | 1,587 | 0.0% | 0.03% | -18.2% |
| Q1 2020 | $228,347,000 | -88.7% | 1,587 | -84.8% | 0.03% | -86.7% |
| Q3 2019 | $2,022,291,000 | – | 10,465 | – | 0.25% | – |
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% |