ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,980 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,555,068 | +1.1% | 146,191 | +4.9% | 6.44% | -4.1% |
| Q1 2024 | $8,465,338 | +15.9% | 139,370 | +428.9% | 6.71% | +10.7% |
| Q4 2023 | $7,303,253 | +22.9% | 26,351 | +10.6% | 6.06% | +15.9% |
| Q3 2023 | $5,941,096 | -3.0% | 23,826 | +1.7% | 5.23% | +4.8% |
| Q2 2023 | $6,124,753 | +5.2% | 23,423 | +0.7% | 4.99% | +1.6% |
| Q1 2023 | $5,819,794 | +10.4% | 23,264 | +6.8% | 4.91% | +7.4% |
| Q4 2022 | $5,271,044 | +12.7% | 21,791 | +2.2% | 4.57% | +0.4% |
| Q3 2022 | $4,677,000 | +0.7% | 21,332 | +3.9% | 4.55% | +15.9% |
| Q2 2022 | $4,643,000 | -7.2% | 20,522 | +10.0% | 3.93% | -16.2% |
| Q1 2022 | $5,004,000 | +1.4% | 18,649 | +7.0% | 4.69% | +12.9% |
| Q4 2021 | $4,933,000 | +25.7% | 17,427 | +16.8% | 4.15% | +28.4% |
| Q3 2021 | $3,925,000 | +5.1% | 14,921 | +7.3% | 3.24% | -3.2% |
| Q2 2021 | $3,736,000 | +7.5% | 13,902 | +4.2% | 3.34% | -6.8% |
| Q1 2021 | $3,474,000 | – | 13,347 | – | 3.58% | – |
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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% |