ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,174 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $410,518 | -3.7% | 7,015 | 0.0% | 0.05% | -22.1% |
| Q1 2024 | $426,091 | +7.5% | 7,015 | +390.6% | 0.07% | -1.4% |
| Q4 2023 | $396,324 | +13.3% | 1,430 | +1.9% | 0.07% | -9.2% |
| Q3 2023 | $349,838 | -4.6% | 1,403 | 0.0% | 0.08% | -7.3% |
| Q2 2023 | $366,856 | +4.5% | 1,403 | 0.0% | 0.08% | -6.8% |
| Q1 2023 | $350,974 | +2.0% | 1,403 | -1.3% | 0.09% | -11.1% |
| Q4 2022 | $343,968 | +13.5% | 1,422 | +3.0% | 0.10% | -1.0% |
| Q3 2022 | $303,000 | -3.5% | 1,381 | -0.4% | 0.10% | -6.5% |
| Q2 2022 | $314,000 | -15.4% | 1,387 | +0.4% | 0.11% | -7.8% |
| Q1 2022 | $371,000 | -8.6% | 1,381 | -3.6% | 0.12% | -12.8% |
| Q4 2021 | $406,000 | +7.7% | 1,433 | 0.0% | 0.13% | -7.0% |
| Q3 2021 | $377,000 | – | 1,433 | – | 0.14% | – |
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% |