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 | $184,709 | -36.0% | 3,095 | -38.2% | 0.16% | -38.8% |
| Q1 2024 | $288,536 | +1.4% | 5,005 | +350.5% | 0.26% | -5.7% |
| Q4 2023 | $284,468 | -2.8% | 1,111 | -5.4% | 0.28% | -7.0% |
| Q3 2023 | $292,735 | -4.6% | 1,174 | 0.0% | 0.30% | +4.2% |
| Q2 2023 | $306,964 | +5.7% | 1,174 | +4.8% | 0.29% | -12.5% |
| Q1 2023 | $290,447 | +101101.0% | 1,120 | 0.0% | 0.33% | +8.9% |
| Q4 2022 | $287 | -99.9% | 1,120 | 0.0% | 0.30% | +3.8% |
| Q3 2022 | $246,000 | -34.9% | 1,120 | -32.9% | 0.29% | -31.4% |
| Q2 2022 | $378,000 | -22.9% | 1,670 | -8.5% | 0.42% | -16.2% |
| Q1 2022 | $490,000 | -28.6% | 1,825 | -24.7% | 0.51% | -25.8% |
| Q4 2021 | $686,000 | +7.5% | 2,425 | 0.0% | 0.68% | -1.2% |
| Q3 2021 | $638,000 | -2.1% | 2,425 | 0.0% | 0.69% | -5.9% |
| Q2 2021 | $652,000 | +3.3% | 2,425 | 0.0% | 0.73% | -5.9% |
| Q1 2021 | $631,000 | – | 2,425 | – | 0.78% | – |
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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% |