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 | $21,360 | +90.1% | 365 | +97.3% | 0.00% | +100.0% |
| Q1 2024 | $11,237 | -9.9% | 185 | +311.1% | 0.00% | 0.0% |
| Q4 2023 | $12,472 | +11.1% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $11,221 | -4.6% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $11,767 | +94.6% | 45 | +80.0% | 0.00% | 0.0% |
| Q4 2022 | $6,047 | -81.1% | 25 | -83.0% | 0.00% | -75.0% |
| Q3 2022 | $32,000 | +77.8% | 147 | +83.8% | 0.00% | +100.0% |
| Q2 2022 | $18,000 | -14.3% | 80 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $21,000 | -8.7% | 80 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $23,000 | -14.8% | 80 | -22.3% | 0.00% | 0.0% |
| Q3 2021 | $27,000 | -3.6% | 103 | 0.0% | 0.00% | -25.0% |
| Q2 2021 | $28,000 | +3.7% | 103 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $27,000 | +50.0% | 103 | +28.8% | 0.00% | +33.3% |
| Q4 2020 | $18,000 | +20.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $15,000 | +7.1% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $14,000 | -89.8% | 80 | -91.6% | 0.00% | -90.0% |
| Q1 2020 | $137,000 | -30.1% | 950 | 0.0% | 0.03% | -6.2% |
| Q4 2019 | $196,000 | +6.5% | 950 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $184,000 | -0.5% | 950 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $185,000 | +1133.3% | 950 | +1087.5% | 0.03% | +966.7% |
| Q1 2019 | $15,000 | -44.4% | 80 | -50.0% | 0.00% | -50.0% |
| Q4 2018 | $27,000 | -15.6% | 160 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $32,000 | +3.2% | 160 | 0.0% | 0.01% | -16.7% |
| Q2 2018 | $31,000 | +3.3% | 160 | 0.0% | 0.01% | +20.0% |
| Q1 2018 | $30,000 | 0.0% | 160 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $30,000 | -50.0% | 160 | -52.4% | 0.01% | -54.5% |
| Q3 2017 | $60,000 | -22.1% | 336 | -27.9% | 0.01% | -35.3% |
| Q4 2016 | $77,000 | +126.5% | 466 | +99.1% | 0.02% | +112.5% |
| Q1 2016 | $34,000 | -55.3% | 234 | -58.6% | 0.01% | -57.9% |
| Q4 2013 | $76,000 | +94.9% | 565 | +77.7% | 0.02% | +35.7% |
| Q3 2013 | $39,000 | +5.4% | 318 | 0.0% | 0.01% | +40.0% |
| Q2 2013 | $37,000 | – | 318 | – | 0.01% | – |
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% |