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 | $9,272,054 | +138.4% | 158,442 | +147.4% | 2.90% | +25.8% |
| Q1 2024 | $3,889,431 | -14.1% | 64,034 | +291.9% | 2.30% | -0.8% |
| Q4 2023 | $4,528,717 | +9.4% | 16,340 | -1.5% | 2.32% | -1.9% |
| Q3 2023 | $4,138,543 | -5.0% | 16,597 | -0.4% | 2.37% | +0.9% |
| Q2 2023 | $4,358,645 | +1.8% | 16,669 | -2.6% | 2.35% | -0.2% |
| Q1 2023 | $4,281,997 | +1.2% | 17,117 | -2.1% | 2.35% | +10.7% |
| Q4 2022 | $4,230,996 | -41.9% | 17,491 | -47.3% | 2.12% | -32.4% |
| Q3 2022 | $7,279,307 | +72.0% | 33,199 | +77.5% | 3.14% | +33.0% |
| Q2 2022 | $4,231,235 | -15.2% | 18,703 | +0.5% | 2.36% | -2.2% |
| Q1 2022 | $4,992,457 | +10.3% | 18,605 | +16.4% | 2.42% | -23.2% |
| Q4 2021 | $4,526,553 | – | 15,990 | – | 3.14% | – |
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% |