ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,935 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,339,950 | -3.7% | 91,250 | 0.0% | 1.09% | -3.1% |
| Q1 2024 | $5,542,525 | +9.6% | 91,250 | +400.0% | 1.12% | +3.4% |
| Q4 2023 | $5,057,988 | +11.1% | 18,250 | 0.0% | 1.08% | +20.2% |
| Q3 2023 | $4,550,638 | -4.6% | 18,250 | 0.0% | 0.90% | +49.5% |
| Q2 2023 | $4,772,010 | +4.5% | 18,250 | 0.0% | 0.60% | +16.4% |
| Q1 2023 | $4,565,420 | +3.4% | 18,250 | 0.0% | 0.52% | +1.6% |
| Q4 2022 | $4,414,493 | – | 18,250 | – | 0.51% | – |
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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% |