ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,889 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,009,996 | +22.4% | 49,515 | +14.0% | 0.72% | +0.6% |
| Q1 2024 | $2,458,242 | -3.4% | 43,447 | +364.8% | 0.72% | -9.2% |
| Q4 2023 | $2,544,058 | +0.4% | 9,348 | -7.6% | 0.79% | -0.5% |
| Q3 2023 | $2,533,825 | +28.8% | 10,115 | +37.2% | 0.80% | +29.5% |
| Q2 2023 | $1,967,693 | +49.6% | 7,374 | +38.3% | 0.61% | +35.2% |
| Q1 2023 | $1,315,618 | +15.1% | 5,332 | +16.9% | 0.45% | +7.8% |
| Q4 2022 | $1,142,758 | +31.5% | 4,563 | +19.5% | 0.42% | +16.3% |
| Q3 2022 | $869,000 | +144.1% | 3,819 | +148.8% | 0.36% | +86.6% |
| Q2 2022 | $356,000 | +67.1% | 1,535 | +93.6% | 0.19% | +104.2% |
| Q1 2022 | $213,000 | – | 793 | – | 0.10% | – |
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% |