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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,437,923 | -8.8% | 75,836 | -5.4% | 1.04% | -6.7% |
| Q1 2024 | $4,867,764 | +21.0% | 80,141 | +451.9% | 1.12% | +12.7% |
| Q4 2023 | $4,024,495 | -48.9% | 14,521 | -54.0% | 0.99% | -53.5% |
| Q3 2023 | $7,879,460 | -5.3% | 31,600 | -0.6% | 2.13% | -2.9% |
| Q2 2023 | $8,316,633 | +11.4% | 31,806 | +6.6% | 2.20% | +1.6% |
| Q1 2023 | $7,465,525 | +14.2% | 29,843 | +10.4% | 2.16% | +7.4% |
| Q4 2022 | $6,538,770 | +675.7% | 27,032 | +602.5% | 2.01% | +599.0% |
| Q3 2022 | $843,000 | -3.4% | 3,848 | -0.4% | 0.29% | -0.7% |
| Q2 2022 | $873,000 | -6.0% | 3,863 | +11.5% | 0.29% | +12.0% |
| Q1 2022 | $929,000 | +105.1% | 3,464 | +116.4% | 0.26% | +121.4% |
| Q4 2021 | $453,000 | +7.6% | 1,601 | 0.0% | 0.12% | +1.7% |
| Q3 2021 | $421,000 | -2.1% | 1,601 | 0.0% | 0.12% | -5.7% |
| Q2 2021 | $430,000 | +33.1% | 1,601 | +28.8% | 0.12% | +23.2% |
| Q1 2021 | $323,000 | +13.3% | 1,243 | 0.0% | 0.10% | +8.8% |
| Q4 2020 | $285,000 | +23.9% | 1,243 | 0.0% | 0.09% | +8.3% |
| Q3 2020 | $230,000 | +4.1% | 1,243 | 0.0% | 0.08% | -7.7% |
| Q2 2020 | $221,000 | +3.8% | 1,243 | -16.1% | 0.09% | -17.3% |
| Q1 2020 | $213,000 | -60.3% | 1,481 | -43.3% | 0.11% | -46.1% |
| Q4 2019 | $537,000 | – | 2,613 | – | 0.20% | – |
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% |