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 | $3,299,352 | -6.9% | 1,277,911 | -0.2% | 0.45% | -19.8% |
| Q1 2024 | $3,543,254 | -14.3% | 1,280,676 | +2.1% | 0.56% | -45.6% |
| Q4 2023 | $4,135,379 | +0.7% | 1,253,938 | -0.1% | 1.03% | -14.3% |
| Q3 2023 | $4,107,395 | -4.2% | 1,254,989 | -0.0% | 1.20% | -1.0% |
| Q2 2023 | $4,286,981 | -2.7% | 1,255,143 | -0.1% | 1.21% | -7.3% |
| Q1 2023 | $4,407,687 | +2.1% | 1,256,152 | -0.0% | 1.31% | -9.0% |
| Q4 2022 | $4,318,842 | +4.0% | 1,256,217 | -0.0% | 1.44% | -6.3% |
| Q3 2022 | $4,154,000 | -6.2% | 1,256,774 | -0.1% | 1.53% | -0.6% |
| Q2 2022 | $4,430,000 | -44.2% | 1,257,589 | -0.9% | 1.54% | -34.0% |
| Q1 2022 | $7,932,000 | -29.4% | 1,268,429 | -0.8% | 2.34% | -25.4% |
| Q4 2021 | $11,238,000 | +21.2% | 1,278,809 | +79.5% | 3.13% | +12.1% |
| Q3 2021 | $9,273,000 | +15.0% | 712,414 | +2274.7% | 2.79% | +10.2% |
| Q2 2021 | $8,062,000 | +261.2% | 30,000 | +93.3% | 2.54% | +135.6% |
| Q1 2021 | $2,232,000 | -63.7% | 15,516 | -42.0% | 1.08% | -49.8% |
| Q4 2020 | $6,145,000 | +17.2% | 26,738 | -5.5% | 2.14% | +4.5% |
| Q3 2020 | $5,241,000 | +5.5% | 28,282 | +1.2% | 2.05% | +0.1% |
| Q2 2020 | $4,970,000 | +122.7% | 27,949 | +80.1% | 2.05% | +90.6% |
| Q1 2020 | $2,232,000 | – | 15,516 | – | 1.08% | – |
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% |