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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $48,757 | +9.5% | 803 | +398.8% | 0.03% | 0.0% |
| Q4 2023 | $44,543 | +11.1% | 161 | 0.0% | 0.03% | 0.0% |
| Q3 2023 | $40,075 | -4.6% | 161 | 0.0% | 0.03% | -9.1% |
| Q2 2023 | $42,024 | +4.8% | 161 | +0.6% | 0.03% | -2.9% |
| Q1 2023 | $40,088 | +3.8% | 160 | 0.0% | 0.03% | -5.6% |
| Q4 2022 | $38,614 | +10.3% | 160 | +1.3% | 0.04% | -12.2% |
| Q3 2022 | $35,000 | -2.8% | 158 | 0.0% | 0.04% | -6.8% |
| Q2 2022 | $36,000 | -14.3% | 158 | +0.6% | 0.04% | 0.0% |
| Q1 2022 | $42,000 | – | 157 | – | 0.04% | – |
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% |