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 | $605,604 | -2.1% | 10,349 | +1.6% | 0.11% | -8.4% |
| Q1 2024 | $618,503 | +14.4% | 10,183 | +422.2% | 0.12% | +4.4% |
| Q4 2023 | $540,476 | +5.9% | 1,950 | -4.7% | 0.11% | -2.6% |
| Q3 2023 | $510,371 | -5.3% | 2,047 | -0.7% | 0.12% | -2.5% |
| Q2 2023 | $538,859 | +4.3% | 2,061 | -0.2% | 0.12% | -0.8% |
| Q1 2023 | $516,506 | +3.4% | 2,065 | -0.5% | 0.12% | -30.9% |
| Q4 2022 | $499,432 | +7.4% | 2,075 | -2.1% | 0.18% | -4.4% |
| Q3 2022 | $465,000 | -12.3% | 2,120 | -0.5% | 0.18% | +1.7% |
| Q2 2022 | $530,000 | -10.9% | 2,130 | -3.9% | 0.18% | +1.1% |
| Q1 2022 | $595,000 | -19.8% | 2,217 | -15.4% | 0.18% | -18.7% |
| Q4 2021 | $742,000 | +2.2% | 2,620 | +3.6% | 0.22% | +0.9% |
| Q3 2021 | $726,000 | +7.4% | 2,529 | +0.6% | 0.22% | +2.4% |
| Q2 2021 | $676,000 | +12.1% | 2,515 | +13.3% | 0.21% | +11.0% |
| Q1 2021 | $603,000 | +16.0% | 2,219 | -1.9% | 0.19% | -3.0% |
| Q4 2020 | $520,000 | – | 2,261 | – | 0.20% | – |
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% |