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 | $3,812,028 | +2.8% | 65,141 | +6.7% | 0.31% | -2.8% |
| Q1 2024 | $3,706,595 | +10.4% | 61,024 | +403.5% | 0.32% | +5.2% |
| Q4 2023 | $3,358,699 | +21.6% | 12,119 | +9.4% | 0.31% | +8.1% |
| Q3 2023 | $2,762,614 | -17.3% | 11,079 | -13.3% | 0.28% | -20.5% |
| Q2 2023 | $3,341,010 | +6.0% | 12,777 | +1.4% | 0.36% | -4.8% |
| Q1 2023 | $3,153,017 | -11.0% | 12,604 | -13.9% | 0.37% | -19.0% |
| Q4 2022 | $3,542,738 | +8.7% | 14,646 | -1.4% | 0.46% | -2.7% |
| Q3 2022 | $3,258,000 | +1.5% | 14,857 | +4.7% | 0.48% | +6.0% |
| Q2 2022 | $3,210,000 | -16.5% | 14,187 | -1.0% | 0.45% | -11.3% |
| Q1 2022 | $3,845,000 | -8.6% | 14,330 | -3.6% | 0.50% | -7.0% |
| Q4 2021 | $4,206,000 | +3.0% | 14,859 | -4.2% | 0.54% | -4.2% |
| Q3 2021 | $4,082,000 | -1.7% | 15,517 | +0.4% | 0.57% | -3.6% |
| Q2 2021 | $4,151,000 | -9.1% | 15,448 | -12.0% | 0.59% | -15.9% |
| Q1 2021 | $4,568,000 | +0.8% | 17,548 | -11.0% | 0.70% | -7.5% |
| Q4 2020 | $4,532,000 | – | 19,719 | – | 0.76% | – |
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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% |