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 | $490,281 | -3.6% | 8,378 | +0.0% | 0.02% | 0.0% |
Q1 2024 | $508,698 | +4.4% | 8,375 | +376.4% | 0.02% | -9.5% |
Q4 2023 | $487,230 | +15.1% | 1,758 | +3.6% | 0.02% | +5.0% |
Q3 2023 | $423,147 | -10.0% | 1,697 | -5.6% | 0.02% | -9.1% |
Q2 2023 | $470,141 | +4.8% | 1,798 | +0.3% | 0.02% | 0.0% |
Q1 2023 | $448,537 | +3.4% | 1,793 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $433,709 | +10.4% | 1,793 | +0.1% | 0.02% | 0.0% |
Q3 2022 | $393,000 | -2.0% | 1,792 | +1.2% | 0.02% | +4.8% |
Q2 2022 | $401,000 | -14.9% | 1,771 | +0.9% | 0.02% | -4.5% |
Q1 2022 | $471,000 | -25.0% | 1,755 | -20.9% | 0.02% | -18.5% |
Q4 2021 | $628,000 | +36.2% | 2,219 | +26.6% | 0.03% | +22.7% |
Q3 2021 | $461,000 | -3.8% | 1,753 | -1.7% | 0.02% | 0.0% |
Q2 2021 | $479,000 | +33.8% | 1,783 | +29.5% | 0.02% | +22.2% |
Q1 2021 | $358,000 | +10.8% | 1,377 | -2.1% | 0.02% | 0.0% |
Q4 2020 | $323,000 | +20.5% | 1,406 | -2.6% | 0.02% | +5.9% |
Q3 2020 | $268,000 | +30.1% | 1,444 | +24.7% | 0.02% | +30.8% |
Q2 2020 | $206,000 | – | 1,158 | – | 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% |