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 | $466,697 | -3.7% | 7,975 | 0.0% | 0.35% | -7.9% |
Q1 2024 | $484,402 | +9.6% | 7,975 | +400.0% | 0.38% | +1.9% |
Q4 2023 | $442,054 | +11.1% | 1,595 | 0.0% | 0.37% | -3.6% |
Q3 2023 | $397,713 | -4.6% | 1,595 | 0.0% | 0.39% | +1.3% |
Q2 2023 | $417,061 | +4.5% | 1,595 | 0.0% | 0.38% | -7.3% |
Q1 2023 | $399,005 | +3.4% | 1,595 | 0.0% | 0.41% | -4.4% |
Q4 2022 | $385,815 | +10.2% | 1,595 | 0.0% | 0.43% | -16.1% |
Q3 2022 | $350,000 | -3.0% | 1,595 | 0.0% | 0.51% | +61.6% |
Q2 2022 | $361,000 | -15.7% | 1,595 | 0.0% | 0.32% | +8.5% |
Q1 2022 | $428,000 | -5.3% | 1,595 | 0.0% | 0.29% | +4.6% |
Q4 2021 | $452,000 | – | 1,595 | – | 0.28% | – |
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% |