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 | $34,715 | -28.3% | 594 | -25.5% | 0.01% | -27.3% |
| Q1 2024 | $48,423 | +25.6% | 797 | +469.3% | 0.01% | +22.2% |
| Q4 2023 | $38,566 | +54.5% | 140 | +40.0% | 0.01% | +28.6% |
| Q3 2023 | $24,961 | +2.5% | 100 | +7.5% | 0.01% | +16.7% |
| Q2 2023 | $24,344 | +4.5% | 93 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $23,287 | -3.8% | 93 | -7.0% | 0.01% | 0.0% |
| Q4 2022 | $24,206 | +2320.6% | 100 | +1900.0% | 0.01% | – |
| Q3 2022 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 5 | +25.0% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | -87.5% | 4 | -89.5% | 0.00% | -100.0% |
| Q4 2020 | $8,000 | +14.3% | 38 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | – | 38 | – | 0.00% | – |
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% |