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 | $774,512 | -3.7% | 13,235 | 0.0% | 0.21% | -9.2% |
| Q1 2024 | $803,894 | +9.6% | 13,235 | +400.0% | 0.23% | -2.1% |
| Q4 2023 | $733,616 | +9.9% | 2,647 | -1.1% | 0.23% | +2.6% |
| Q3 2023 | $667,510 | -2.6% | 2,677 | +2.1% | 0.23% | +0.4% |
| Q2 2023 | $685,601 | +3.5% | 2,622 | -1.0% | 0.23% | -6.2% |
| Q1 2023 | $662,424 | +101188.1% | 2,648 | -2.1% | 0.24% | +1.3% |
| Q4 2022 | $654 | -99.9% | 2,704 | +1.5% | 0.24% | +12.8% |
| Q3 2022 | $584,000 | -8.9% | 2,664 | -6.0% | 0.21% | +1.4% |
| Q2 2022 | $641,000 | -15.4% | 2,833 | +0.3% | 0.21% | +7.2% |
| Q1 2022 | $758,000 | -5.1% | 2,824 | 0.0% | 0.19% | +7.8% |
| Q4 2021 | $799,000 | +42.2% | 2,824 | +32.1% | 0.18% | +39.5% |
| Q3 2021 | $562,000 | -2.1% | 2,137 | 0.0% | 0.13% | 0.0% |
| Q2 2021 | $574,000 | -1.4% | 2,137 | -4.4% | 0.13% | -13.4% |
| Q1 2021 | $582,000 | +37.9% | 2,235 | +21.6% | 0.15% | +35.5% |
| Q4 2020 | $422,000 | +12.8% | 1,838 | -9.0% | 0.11% | +4.8% |
| Q3 2020 | $374,000 | -24.1% | 2,020 | -27.1% | 0.10% | -33.5% |
| Q2 2020 | $493,000 | +24.8% | 2,772 | +0.9% | 0.16% | 0.0% |
| Q1 2020 | $395,000 | – | 2,748 | – | 0.16% | – |
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% |