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 | $1,188,541 | -5.9% | 20,310 | -2.4% | 0.62% | -12.5% |
Q1 2024 | $1,263,392 | +8.8% | 20,800 | +396.3% | 0.71% | -5.2% |
Q4 2023 | $1,161,536 | +11.1% | 4,191 | 0.0% | 0.75% | +2.3% |
Q3 2023 | $1,045,026 | -4.6% | 4,191 | 0.0% | 0.74% | -5.2% |
Q2 2023 | $1,095,863 | +3.8% | 4,191 | -0.7% | 0.78% | -10.0% |
Q1 2023 | $1,056,176 | -49.0% | 4,222 | -50.7% | 0.86% | -58.1% |
Q4 2022 | $2,071,546 | – | 8,564 | – | 2.06% | – |
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% |