ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,903 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $16,646 | -3.1% | 284,368 | +0.6% | 0.87% | -4.2% |
Q1 2024 | $17,178 | +10.8% | 282,625 | +405.1% | 0.91% | +4.6% |
Q4 2023 | $15,507 | +16.2% | 55,958 | +4.4% | 0.87% | +6.2% |
Q3 2023 | $13,344 | -7.2% | 53,589 | -2.5% | 0.82% | -5.5% |
Q2 2023 | $14,384 | +5.2% | 54,984 | +0.9% | 0.87% | -0.9% |
Q1 2023 | $13,672 | +4.8% | 54,514 | +1.0% | 0.88% | -0.1% |
Q4 2022 | $13,041 | -99.9% | 53,970 | +10.2% | 0.88% | +13.5% |
Q3 2022 | $10,721,000 | +10.0% | 48,956 | +13.6% | 0.77% | +12.7% |
Q2 2022 | $9,748,000 | -13.7% | 43,114 | +2.4% | 0.69% | -5.6% |
Q1 2022 | $11,301,000 | -0.3% | 42,094 | +5.1% | 0.73% | +3.6% |
Q4 2021 | $11,334,000 | +9.2% | 40,039 | +1.6% | 0.70% | +2.3% |
Q3 2021 | $10,378,000 | -4.6% | 39,418 | -2.7% | 0.69% | -4.9% |
Q2 2021 | $10,882,000 | -1.3% | 40,497 | -4.4% | 0.72% | -5.1% |
Q1 2021 | $11,021,000 | +10.4% | 42,345 | -2.5% | 0.76% | +4.7% |
Q4 2020 | $9,980,000 | +31.0% | 43,422 | +5.6% | 0.73% | +16.9% |
Q3 2020 | $7,618,000 | +20.8% | 41,108 | +15.9% | 0.62% | +9.5% |
Q2 2020 | $6,308,000 | +40.9% | 35,473 | +14.0% | 0.57% | +20.9% |
Q1 2020 | $4,478,000 | -21.3% | 31,127 | +12.6% | 0.47% | -11.2% |
Q4 2019 | $5,688,000 | +1.9% | 27,638 | -4.3% | 0.53% | -4.5% |
Q3 2019 | $5,581,000 | -0.6% | 28,882 | -0.0% | 0.55% | -4.8% |
Q2 2019 | $5,613,000 | +4.1% | 28,891 | +1.5% | 0.58% | -0.5% |
Q1 2019 | $5,390,000 | +25.2% | 28,456 | +9.7% | 0.58% | +16.3% |
Q4 2018 | $4,306,000 | +27.8% | 25,934 | +54.9% | 0.50% | +37.5% |
Q3 2018 | $3,370,000 | -2.0% | 16,742 | -5.2% | 0.36% | -8.1% |
Q2 2018 | $3,439,000 | +15.9% | 17,659 | +11.6% | 0.40% | +10.3% |
Q1 2018 | $2,968,000 | +9.8% | 15,823 | +11.1% | 0.36% | +9.1% |
Q4 2017 | $2,704,000 | +13.5% | 14,248 | +7.0% | 0.33% | +2.2% |
Q3 2017 | $2,382,000 | +59.4% | 13,317 | +55.0% | 0.32% | +47.5% |
Q2 2017 | $1,494,000 | +55.5% | 8,589 | +53.1% | 0.22% | +45.0% |
Q1 2017 | $961,000 | +5.8% | 5,611 | +2.2% | 0.15% | -0.7% |
Q4 2016 | $908,000 | +187.3% | 5,489 | +168.7% | 0.15% | +171.4% |
Q3 2016 | $316,000 | +50.5% | 2,043 | +45.0% | 0.06% | +43.6% |
Q2 2016 | $210,000 | +1.9% | 1,409 | -1.5% | 0.04% | -2.5% |
Q1 2016 | $206,000 | +25.6% | 1,430 | +21.3% | 0.04% | +17.6% |
Q4 2015 | $164,000 | +62.4% | 1,179 | +60.6% | 0.03% | +54.5% |
Q3 2015 | $101,000 | -9.0% | 734 | -0.9% | 0.02% | 0.0% |
Q2 2015 | $111,000 | -1.8% | 741 | 0.0% | 0.02% | 0.0% |
Q1 2015 | $113,000 | -20.4% | 741 | -24.5% | 0.02% | -24.1% |
Q4 2014 | $142,000 | +42.0% | 981 | +34.4% | 0.03% | +45.0% |
Q3 2014 | $100,000 | -4.8% | 730 | 0.0% | 0.02% | -4.8% |
Q2 2014 | $105,000 | +4.0% | 730 | 0.0% | 0.02% | +5.0% |
Q1 2014 | $101,000 | +5.2% | 730 | +2.2% | 0.02% | +5.3% |
Q4 2013 | $96,000 | +5.5% | 714 | -2.1% | 0.02% | -9.5% |
Q3 2013 | $91,000 | +9.6% | 729 | +0.7% | 0.02% | +5.0% |
Q2 2013 | $83,000 | – | 724 | – | 0.02% | – |
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% |