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 | $245,199 | -3.7% | 4,190 | 0.0% | 0.10% | +1.0% |
Q1 2024 | $254,501 | +9.6% | 4,190 | +400.0% | 0.10% | +5.2% |
Q4 2023 | $232,252 | +11.1% | 838 | 0.0% | 0.10% | -1.0% |
Q3 2023 | $208,955 | -4.6% | 838 | 0.0% | 0.10% | -2.0% |
Q2 2023 | $219,120 | +2.6% | 838 | -1.9% | 0.10% | -2.9% |
Q1 2023 | $213,637 | +3.4% | 854 | 0.0% | 0.10% | -1.0% |
Q4 2022 | $206,574 | – | 854 | – | 0.10% | – |
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% |