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 | $6,360,548 | -9.3% | 108,690 | -5.9% | 3.61% | -7.9% |
| Q1 2024 | $7,012,329 | +2.2% | 115,448 | +366.4% | 3.92% | -6.5% |
| Q4 2023 | $6,859,603 | +82.2% | 24,751 | +63.9% | 4.19% | +28.6% |
| Q3 2023 | $3,765,711 | -28.6% | 15,102 | -25.2% | 3.26% | -10.9% |
| Q2 2023 | $5,277,282 | +0.9% | 20,182 | -3.4% | 3.66% | -17.6% |
| Q1 2023 | $5,228,812 | +7.1% | 20,902 | +3.6% | 4.44% | +9.7% |
| Q4 2022 | $4,881,139 | +12.9% | 20,179 | +2.3% | 4.05% | -12.0% |
| Q3 2022 | $4,324,000 | -1.0% | 19,719 | +2.1% | 4.60% | +35.1% |
| Q2 2022 | $4,367,000 | +249.4% | 19,305 | +266.0% | 3.40% | +310.2% |
| Q3 2021 | $1,250,000 | -10.2% | 5,274 | +1.9% | 0.83% | -1.9% |
| Q2 2021 | $1,392,000 | -49.2% | 5,178 | -56.6% | 0.85% | -62.9% |
| Q4 2020 | $2,742,000 | +8.9% | 11,929 | -15.8% | 2.28% | -1.3% |
| Q3 2020 | $2,518,000 | 0.0% | 14,163 | 0.0% | 2.31% | 0.0% |
| Q2 2020 | $2,518,000 | -99.9% | 14,163 | +1.2% | 2.31% | +25.3% |
| Q1 2020 | $2,007,864,000 | +19.3% | 14,001 | -76.0% | 1.84% | +26.1% |
| Q4 2019 | $1,683,603,000 | +33133.4% | 58,307 | +208.8% | 1.46% | -48.4% |
| Q1 1987 | $5,066,000 | – | 18,880 | – | 2.84% | – |
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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% |