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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,230,593 | +10.7% | 20,260 | +405.0% | 0.79% | +2.3% |
| Q4 2023 | $1,111,927 | +3.8% | 4,012 | -6.6% | 0.77% | -8.0% |
| Q3 2023 | $1,070,959 | -6.3% | 4,295 | -1.7% | 0.84% | -3.0% |
| Q2 2023 | $1,142,930 | +3.6% | 4,371 | -0.9% | 0.86% | +2.0% |
| Q1 2023 | $1,103,706 | +3.4% | 4,412 | 0.0% | 0.85% | -3.4% |
| Q4 2022 | $1,067,219 | – | 4,412 | – | 0.88% | – |
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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% |