ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,298 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,145 | -10.6% | 53,742 | -7.2% | 0.23% | -10.3% |
Q1 2024 | $3,518 | +11.8% | 57,914 | +410.1% | 0.25% | +6.8% |
Q4 2023 | $3,146 | +13.8% | 11,353 | +2.4% | 0.24% | +4.4% |
Q3 2023 | $2,764 | +5.0% | 11,085 | +10.1% | 0.23% | +12.4% |
Q2 2023 | $2,632 | +7.2% | 10,067 | +2.5% | 0.20% | +2.5% |
Q1 2023 | $2,456 | +2.8% | 9,817 | -0.6% | 0.20% | -1.0% |
Q4 2022 | $2,390 | -99.9% | 9,879 | +3.4% | 0.20% | +7.0% |
Q3 2022 | $2,096,000 | -16.1% | 9,556 | -13.4% | 0.19% | -11.0% |
Q2 2022 | $2,498,000 | -27.0% | 11,040 | -13.4% | 0.21% | -14.3% |
Q1 2022 | $3,422,000 | -12.9% | 12,753 | -8.1% | 0.24% | -4.7% |
Q4 2021 | $3,930,000 | +9.3% | 13,882 | +1.6% | 0.26% | -1.5% |
Q3 2021 | $3,594,000 | +10.4% | 13,660 | +12.7% | 0.26% | +12.1% |
Q2 2021 | $3,256,000 | +7.7% | 12,118 | +4.3% | 0.23% | +2.2% |
Q1 2021 | $3,023,000 | +17.0% | 11,618 | +3.3% | 0.23% | +14.1% |
Q4 2020 | $2,584,000 | +23.6% | 11,243 | -0.3% | 0.20% | +4.7% |
Q3 2020 | $2,091,000 | +5.4% | 11,282 | +1.2% | 0.19% | -1.6% |
Q2 2020 | $1,983,000 | +23.8% | 11,152 | +0.2% | 0.19% | +2.1% |
Q1 2020 | $1,602,000 | -36.3% | 11,135 | -8.9% | 0.19% | -20.9% |
Q4 2019 | $2,515,000 | +7.1% | 12,219 | +0.5% | 0.24% | -2.0% |
Q3 2019 | $2,349,000 | +0.3% | 12,158 | +0.8% | 0.24% | +0.4% |
Q2 2019 | $2,342,000 | +3.0% | 12,058 | +0.4% | 0.24% | -1.2% |
Q1 2019 | $2,274,000 | +33.9% | 12,004 | +17.4% | 0.25% | +16.6% |
Q4 2018 | $1,698,000 | -12.8% | 10,225 | +5.7% | 0.21% | +2.9% |
Q3 2018 | $1,948,000 | +40.6% | 9,677 | +36.1% | 0.20% | +30.6% |
Q2 2018 | $1,385,000 | +5.2% | 7,111 | +1.3% | 0.16% | +4.7% |
Q1 2018 | $1,317,000 | +1.1% | 7,019 | +2.3% | 0.15% | +4.9% |
Q4 2017 | $1,303,000 | -15.9% | 6,864 | -20.8% | 0.14% | -18.8% |
Q3 2017 | $1,550,000 | +9.7% | 8,662 | +6.6% | 0.18% | +5.4% |
Q2 2017 | $1,413,000 | +102.4% | 8,125 | +99.4% | 0.17% | +94.2% |
Q1 2017 | $698,000 | -2.9% | 4,075 | -6.3% | 0.09% | -7.5% |
Q4 2016 | $719,000 | +6.8% | 4,348 | 0.0% | 0.09% | +6.9% |
Q3 2016 | $673,000 | +3.5% | 4,348 | 0.0% | 0.09% | +3.6% |
Q2 2016 | $650,000 | +3.7% | 4,348 | 0.0% | 0.08% | +1.2% |
Q1 2016 | $627,000 | +3.5% | 4,348 | 0.0% | 0.08% | 0.0% |
Q4 2015 | $606,000 | +2.0% | 4,348 | 0.0% | 0.08% | 0.0% |
Q3 2015 | $594,000 | -8.9% | 4,348 | 0.0% | 0.08% | +1.2% |
Q2 2015 | $652,000 | -1.4% | 4,348 | 0.0% | 0.08% | 0.0% |
Q1 2015 | $661,000 | +7.0% | 4,348 | +1.9% | 0.08% | +6.5% |
Q4 2014 | $618,000 | +99.4% | 4,266 | +88.3% | 0.08% | +92.5% |
Q3 2014 | $310,000 | -4.3% | 2,266 | 0.0% | 0.04% | -2.4% |
Q2 2014 | $324,000 | -48.1% | 2,266 | -50.0% | 0.04% | -2.4% |
Q1 2014 | $624,000 | +123.7% | 4,532 | +117.5% | 0.04% | +13.5% |
Q4 2013 | $279,000 | -43.6% | 2,084 | -47.7% | 0.04% | -47.1% |
Q3 2013 | $495,000 | +7.6% | 3,984 | 0.0% | 0.07% | 0.0% |
Q2 2013 | $460,000 | – | 3,984 | – | 0.07% | – |
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% |