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 | $6,010,253 | +0.0% | 102,704 | +3.8% | 5.20% | -4.8% |
| Q1 2024 | $6,007,611 | +12.7% | 98,907 | +414.3% | 5.47% | +4.0% |
| Q4 2023 | $5,329,548 | +86.4% | 19,230 | +67.7% | 5.26% | +58.4% |
| Q3 2023 | $2,859,951 | +9.8% | 11,470 | +15.1% | 3.32% | +19.7% |
| Q2 2023 | $2,605,159 | -17.2% | 9,963 | -20.8% | 2.77% | -21.6% |
| Q1 2023 | $3,148,024 | -5.6% | 12,584 | -8.7% | 3.54% | -12.4% |
| Q4 2022 | $3,333,738 | – | 13,782 | – | 4.04% | – |
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% |