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 | $5,566,473 | +654.2% | 95,121 | +3113.5% | 4.49% | +724.8% |
| Q3 2023 | $738,059 | +53.4% | 2,960 | +60.9% | 0.54% | +56.3% |
| Q2 2023 | $481,105 | +4.6% | 1,840 | +0.1% | 0.35% | -5.7% |
| Q1 2023 | $460,016 | +3.5% | 1,839 | +0.1% | 0.37% | -3.9% |
| Q4 2022 | $444,479 | +33.1% | 1,838 | +24.1% | 0.38% | +14.6% |
| Q3 2022 | $334,000 | -0.3% | 1,481 | +0.1% | 0.34% | -10.2% |
| Q2 2022 | $335,000 | -42.0% | 1,479 | -31.3% | 0.37% | -33.0% |
| Q1 2022 | $578,000 | +10.1% | 2,154 | +16.1% | 0.56% | +12.5% |
| Q4 2021 | $525,000 | – | 1,855 | – | 0.50% | – |
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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% |