ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,935 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $675,965 | -3.7% | 11,551 | 0.0% | 0.19% | -10.3% |
Q1 2024 | $701,608 | +9.4% | 11,551 | +399.0% | 0.21% | -4.9% |
Q4 2023 | $641,602 | +11.6% | 2,315 | +0.4% | 0.22% | -8.2% |
Q3 2023 | $575,001 | -4.6% | 2,306 | 0.0% | 0.24% | -3.2% |
Q2 2023 | $602,973 | +4.5% | 2,306 | 0.0% | 0.25% | -4.2% |
Q1 2023 | $576,869 | +3.4% | 2,306 | 0.0% | 0.26% | -1.1% |
Q4 2022 | $557,798 | +10.2% | 2,306 | 0.0% | 0.27% | -5.0% |
Q3 2022 | $506,000 | -3.1% | 2,306 | 0.0% | 0.28% | -6.0% |
Q2 2022 | $522,000 | -37.4% | 2,306 | -25.8% | 0.30% | -28.9% |
Q1 2022 | $834,000 | -5.2% | 3,108 | 0.0% | 0.42% | -4.3% |
Q4 2021 | $880,000 | +7.6% | 3,108 | 0.0% | 0.44% | -0.9% |
Q3 2021 | $818,000 | -2.0% | 3,108 | 0.0% | 0.44% | -17.5% |
Q2 2021 | $835,000 | +2.5% | 3,108 | -0.7% | 0.54% | -7.1% |
Q1 2021 | $815,000 | +19.3% | 3,130 | +5.4% | 0.58% | +7.4% |
Q4 2020 | $683,000 | – | 2,970 | – | 0.54% | – |
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% |