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 | $685,854 | -3.4% | 11,720 | +0.3% | 0.10% | -7.6% |
Q1 2024 | $710,051 | +10.7% | 11,690 | +396.2% | 0.10% | +1.0% |
Q4 2023 | $641,635 | +8.9% | 2,356 | -2.7% | 0.10% | -1.0% |
Q3 2023 | $589,083 | -5.4% | 2,421 | 0.0% | 0.10% | -3.7% |
Q2 2023 | $622,836 | +5.4% | 2,421 | 0.0% | 0.11% | +2.8% |
Q1 2023 | $590,996 | +104.0% | 2,421 | +107.3% | 0.11% | +100.0% |
Q4 2022 | $289,755 | +6.9% | 1,168 | 0.0% | 0.05% | -1.9% |
Q3 2022 | $271,000 | -8.1% | 1,168 | -10.1% | 0.05% | -6.9% |
Q2 2022 | $295,000 | -13.0% | 1,299 | 0.0% | 0.06% | -6.5% |
Q1 2022 | $339,000 | -1.5% | 1,299 | -2.3% | 0.06% | -1.6% |
Q4 2021 | $344,000 | -26.0% | 1,330 | -23.8% | 0.06% | -39.4% |
Q3 2021 | $465,000 | -5.3% | 1,745 | -4.4% | 0.10% | +9.5% |
Q2 2021 | $491,000 | +6.5% | 1,825 | +3.0% | 0.10% | -7.8% |
Q1 2021 | $461,000 | -61.0% | 1,772 | -65.6% | 0.10% | -61.1% |
Q4 2020 | $1,183,000 | +50.1% | 5,147 | +21.0% | 0.26% | +43.2% |
Q3 2020 | $788,000 | -96.0% | 4,254 | -96.2% | 0.18% | -94.7% |
Q2 2020 | $19,820,000 | +161.7% | 111,466 | +111.8% | 3.52% | +0.2% |
Q1 2020 | $7,573,000 | -10.8% | 52,638 | +27.6% | 3.51% | -8.9% |
Q4 2019 | $8,490,000 | +20.5% | 41,251 | +13.1% | 3.85% | +15.6% |
Q3 2019 | $7,045,000 | +51.3% | 36,460 | +52.1% | 3.33% | +50.5% |
Q2 2019 | $4,657,000 | +2128.2% | 23,975 | +2075.6% | 2.21% | +1842.1% |
Q1 2019 | $209,000 | – | 1,102 | – | 0.11% | – |
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% |