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 | $212,249 | -4.6% | 3,661 | 0.0% | 0.14% | -5.6% |
| Q1 2024 | $222,391 | +9.8% | 3,661 | +392.1% | 0.14% | -8.3% |
| Q4 2023 | $202,518 | -16.3% | 744 | -23.1% | 0.16% | -27.8% |
| Q1 2023 | $241,946 | -4.2% | 967 | 0.0% | 0.22% | -4.8% |
| Q4 2022 | $252,444 | +15.8% | 967 | 0.0% | 0.23% | -2.2% |
| Q3 2022 | $218,000 | -0.9% | 967 | 0.0% | 0.23% | +1.3% |
| Q2 2022 | $220,000 | -13.0% | 967 | 0.0% | 0.23% | -0.9% |
| Q1 2022 | $253,000 | -3.8% | 967 | -3.7% | 0.23% | -4.9% |
| Q4 2021 | $263,000 | – | 1,004 | – | 0.24% | – |
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% |