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 | $18,264,779 | -4.3% | 312,112 | -0.7% | 1.93% | -9.5% |
| Q1 2024 | $19,083,612 | +9.7% | 314,185 | +400.6% | 2.14% | +8.8% |
| Q4 2023 | $17,395,811 | +12.2% | 62,767 | +0.9% | 1.96% | -1.7% |
| Q3 2023 | $15,508,432 | -5.3% | 62,195 | -0.7% | 2.00% | +4.8% |
| Q2 2023 | $16,381,382 | +4.7% | 62,649 | +0.2% | 1.90% | -4.3% |
| Q1 2023 | $15,640,225 | -48.5% | 62,521 | -50.2% | 1.99% | -50.2% |
| Q4 2022 | $30,369,544 | -18.9% | 125,551 | -26.5% | 4.00% | -29.1% |
| Q3 2022 | $37,452,000 | -3.1% | 170,812 | -0.1% | 5.64% | +0.3% |
| Q2 2022 | $38,670,000 | -34.1% | 170,933 | -21.9% | 5.62% | -31.2% |
| Q1 2022 | $58,719,000 | -2.6% | 218,821 | +2.7% | 8.16% | -4.0% |
| Q4 2021 | $60,293,000 | +8.8% | 212,990 | +1.1% | 8.50% | -0.9% |
| Q3 2021 | $55,421,000 | -4.1% | 210,670 | -2.0% | 8.58% | -6.3% |
| Q2 2021 | $57,771,000 | +9.8% | 214,976 | +6.4% | 9.16% | -4.5% |
| Q1 2021 | $52,608,000 | +74.2% | 202,123 | +53.8% | 9.59% | +71.5% |
| Q4 2020 | $30,201,000 | +201.3% | 131,404 | +142.9% | 5.60% | +137.7% |
| Q3 2020 | $10,023,000 | +11.1% | 54,090 | +6.6% | 2.35% | +0.6% |
| Q2 2020 | $9,020,000 | +23.3% | 50,724 | -0.3% | 2.34% | +2.9% |
| Q1 2020 | $7,317,000 | -66.3% | 50,863 | -51.7% | 2.27% | -45.6% |
| Q4 2019 | $21,682,000 | – | 105,343 | – | 4.18% | – |
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% |