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 | $429,536 | +16.3% | 7,340 | +20.7% | 0.09% | +8.9% |
| Q1 2024 | $369,299 | +9.6% | 6,080 | +400.0% | 0.08% | +2.6% |
| Q4 2023 | $337,016 | +15.1% | 1,216 | +3.6% | 0.08% | -6.1% |
| Q3 2023 | $292,739 | -8.2% | 1,174 | -3.8% | 0.08% | -2.4% |
| Q2 2023 | $319,006 | +4.5% | 1,220 | 0.0% | 0.08% | -1.2% |
| Q1 2023 | $305,196 | -9.4% | 1,220 | -12.4% | 0.08% | -14.1% |
| Q4 2022 | $336,711 | +178.3% | 1,392 | +151.3% | 0.10% | +147.5% |
| Q3 2022 | $121,000 | +1.7% | 554 | +5.5% | 0.04% | +2.6% |
| Q2 2022 | $119,000 | -5.6% | 525 | +11.9% | 0.04% | -2.5% |
| Q1 2022 | $126,000 | -5.3% | 469 | 0.0% | 0.04% | -7.0% |
| Q4 2021 | $133,000 | +3.1% | 469 | -3.9% | 0.04% | -6.5% |
| Q3 2021 | $129,000 | -5.1% | 488 | -3.2% | 0.05% | -6.1% |
| Q2 2021 | $136,000 | -6.2% | 504 | -9.4% | 0.05% | -10.9% |
| Q1 2021 | $145,000 | -46.9% | 556 | -53.1% | 0.06% | -50.5% |
| Q4 2020 | $273,000 | -7.5% | 1,185 | -25.4% | 0.11% | -18.4% |
| Q3 2020 | $295,000 | -7.8% | 1,588 | -11.5% | 0.14% | -12.3% |
| Q2 2020 | $320,000 | -16.4% | 1,794 | -32.5% | 0.16% | -39.5% |
| Q1 2020 | $383,000 | -46.7% | 2,658 | -23.9% | 0.26% | -45.5% |
| Q4 2019 | $719,000 | – | 3,493 | – | 0.47% | – |
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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% |