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 | $711,469 | -4.6% | 12,158 | -1.0% | 0.40% | -8.6% |
| Q1 2024 | $745,730 | +2.3% | 12,277 | +366.6% | 0.44% | -8.7% |
| Q4 2023 | $729,209 | +33.5% | 2,631 | +20.1% | 0.48% | +11.8% |
| Q3 2023 | $546,173 | -5.6% | 2,190 | -1.0% | 0.43% | -10.5% |
| Q2 2023 | $578,757 | +6.2% | 2,213 | +1.6% | 0.48% | -19.7% |
| Q1 2023 | $544,846 | +2.8% | 2,178 | -0.5% | 0.60% | -7.6% |
| Q4 2022 | $529,821 | +2.1% | 2,190 | -7.4% | 0.65% | -6.8% |
| Q3 2022 | $519,000 | -4.8% | 2,366 | -1.8% | 0.70% | +10.6% |
| Q2 2022 | $545,000 | -25.3% | 2,409 | -11.4% | 0.64% | -7.3% |
| Q1 2022 | $730,000 | -9.7% | 2,719 | -4.8% | 0.68% | -4.7% |
| Q4 2021 | $808,000 | – | 2,855 | – | 0.72% | – |
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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% |