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 | $1,651,655 | -10.4% | 28,224 | -7.0% | 0.60% | -13.0% |
| Q1 2024 | $1,843,814 | +3.0% | 30,356 | +369.9% | 0.69% | -5.3% |
| Q4 2023 | $1,790,258 | +15.9% | 6,460 | +4.3% | 0.73% | +3.2% |
| Q3 2023 | $1,544,433 | -8.4% | 6,194 | -4.0% | 0.71% | -8.4% |
| Q2 2023 | $1,686,503 | +7.2% | 6,450 | -0.8% | 0.77% | -0.9% |
| Q4 2022 | $1,573,605 | – | 6,505 | – | 0.78% | – |
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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% |