ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,125 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,930,282 | -7.8% | 32,985 | -4.3% | 0.72% | -4.9% |
Q1 2024 | $2,094,619 | +8.3% | 34,485 | +394.3% | 0.76% | -0.3% |
Q4 2023 | $1,933,676 | +8.4% | 6,977 | -2.4% | 0.76% | -3.7% |
Q3 2023 | $1,783,102 | -0.2% | 7,151 | +4.7% | 0.79% | +3.5% |
Q2 2023 | $1,786,170 | -3.4% | 6,831 | -7.6% | 0.76% | -8.9% |
Q1 2023 | $1,848,933 | -5.1% | 7,391 | -8.3% | 0.84% | -7.6% |
Q4 2022 | $1,948,666 | +8.1% | 8,056 | -2.0% | 0.90% | -7.7% |
Q3 2022 | $1,803,000 | -5.4% | 8,222 | -2.4% | 0.98% | -0.8% |
Q2 2022 | $1,905,000 | -19.3% | 8,422 | -4.3% | 0.99% | -11.0% |
Q1 2022 | $2,362,000 | -11.0% | 8,803 | -6.1% | 1.11% | -8.5% |
Q4 2021 | $2,655,000 | +0.2% | 9,378 | -6.9% | 1.21% | -9.3% |
Q3 2021 | $2,649,000 | -5.1% | 10,068 | -3.1% | 1.34% | -4.8% |
Q2 2021 | $2,792,000 | +10.1% | 10,388 | +6.7% | 1.40% | +1.7% |
Q1 2021 | $2,535,000 | +3.6% | 9,740 | -8.5% | 1.38% | -0.4% |
Q4 2020 | $2,447,000 | +13.7% | 10,645 | -8.3% | 1.39% | -1.4% |
Q3 2020 | $2,152,000 | +3.8% | 11,613 | -0.4% | 1.41% | +0.4% |
Q2 2020 | $2,074,000 | +18.4% | 11,663 | -4.2% | 1.40% | +2.4% |
Q1 2020 | $1,752,000 | -37.5% | 12,176 | -10.6% | 1.37% | -20.1% |
Q4 2019 | $2,805,000 | +4.2% | 13,626 | -2.2% | 1.71% | -0.7% |
Q3 2019 | $2,691,000 | +5.0% | 13,926 | +5.5% | 1.72% | -4.2% |
Q2 2019 | $2,563,000 | +1.9% | 13,196 | -0.6% | 1.80% | -1.1% |
Q1 2019 | $2,514,000 | +17.6% | 13,271 | +3.1% | 1.82% | +3.1% |
Q4 2018 | $2,138,000 | -17.2% | 12,873 | +0.4% | 1.76% | -3.3% |
Q3 2018 | $2,582,000 | +5.0% | 12,828 | -2.1% | 1.82% | -17.5% |
Q1 2018 | $2,459,000 | -1.7% | 13,108 | -0.5% | 2.21% | +0.5% |
Q4 2017 | $2,501,000 | +5.1% | 13,178 | -0.9% | 2.20% | -1.4% |
Q3 2017 | $2,380,000 | +2.5% | 13,303 | -0.3% | 2.23% | -1.6% |
Q2 2017 | $2,322,000 | +43.2% | 13,348 | +41.0% | 2.27% | +46.5% |
Q1 2017 | $1,621,000 | +52.3% | 9,468 | +47.1% | 1.55% | +47.5% |
Q4 2016 | $1,064,000 | – | 6,435 | – | 1.05% | – |
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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% |