ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,270 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $1,389,000 | +2.8% | 6,747 | -3.5% | 0.36% | +0.6% |
Q3 2019 | $1,351,000 | -0.6% | 6,994 | 0.0% | 0.36% | -6.2% |
Q2 2019 | $1,359,000 | -3.4% | 6,994 | -5.9% | 0.38% | -6.1% |
Q1 2019 | $1,407,000 | +13.7% | 7,429 | -0.3% | 0.41% | +4.9% |
Q4 2018 | $1,238,000 | -18.7% | 7,454 | -1.4% | 0.39% | -7.6% |
Q3 2018 | $1,522,000 | +3.3% | 7,559 | -0.1% | 0.42% | -5.2% |
Q2 2018 | $1,474,000 | +2.8% | 7,569 | -1.0% | 0.45% | +1.6% |
Q1 2018 | $1,434,000 | -2.2% | 7,644 | -1.1% | 0.44% | +2.1% |
Q4 2017 | $1,467,000 | +6.1% | 7,729 | 0.0% | 0.43% | +3.9% |
Q3 2017 | $1,383,000 | +1.8% | 7,729 | -1.0% | 0.41% | -1.2% |
Q2 2017 | $1,358,000 | +5.8% | 7,807 | +4.1% | 0.42% | +2.4% |
Q1 2017 | $1,284,000 | +6.6% | 7,501 | +3.0% | 0.41% | +3.0% |
Q4 2016 | $1,205,000 | +8.8% | 7,286 | +1.7% | 0.40% | +11.5% |
Q3 2016 | $1,108,000 | +6.4% | 7,165 | +2.8% | 0.36% | +6.3% |
Q2 2016 | $1,041,000 | -0.1% | 6,970 | -3.5% | 0.34% | -9.5% |
Q1 2016 | $1,042,000 | -2.2% | 7,224 | -5.5% | 0.37% | -2.4% |
Q4 2015 | $1,065,000 | +25.0% | 7,642 | +22.5% | 0.38% | +26.8% |
Q3 2015 | $852,000 | -21.1% | 6,239 | -13.4% | 0.30% | -10.2% |
Q2 2015 | $1,080,000 | -1.4% | 7,203 | 0.0% | 0.33% | +3.7% |
Q1 2015 | $1,095,000 | -4.5% | 7,203 | -9.1% | 0.32% | -2.4% |
Q4 2014 | $1,147,000 | +5.9% | 7,924 | +0.1% | 0.33% | +7.5% |
Q3 2014 | $1,083,000 | -3.3% | 7,918 | +1.1% | 0.31% | -2.5% |
Q2 2014 | $1,120,000 | +4.0% | 7,828 | -0.1% | 0.31% | -3.4% |
Q1 2014 | $1,077,000 | +1.2% | 7,833 | -1.5% | 0.32% | -2.7% |
Q4 2013 | $1,064,000 | +19.4% | 7,949 | +10.8% | 0.33% | +13.6% |
Q3 2013 | $891,000 | +11.8% | 7,174 | +4.0% | 0.29% | +10.5% |
Q2 2013 | $797,000 | – | 6,899 | – | 0.27% | – |
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% |