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 | ||||
---|---|---|---|---|---|---|
Q1 2019 | $866,000 | +21.3% | 4,571 | +6.3% | 0.11% | +20.5% |
Q4 2018 | $714,000 | +7.4% | 4,299 | +30.1% | 0.09% | +25.7% |
Q3 2018 | $665,000 | +20.3% | 3,304 | +16.5% | 0.07% | +12.9% |
Q2 2018 | $553,000 | -10.4% | 2,837 | -13.7% | 0.06% | -11.4% |
Q1 2018 | $617,000 | +29.6% | 3,289 | +31.2% | 0.07% | +40.0% |
Q4 2017 | $476,000 | +6.0% | 2,506 | -0.2% | 0.05% | +4.2% |
Q3 2017 | $449,000 | +39.4% | 2,512 | +35.6% | 0.05% | +37.1% |
Q2 2017 | $322,000 | +85.1% | 1,852 | +82.3% | 0.04% | +75.0% |
Q1 2017 | $174,000 | +304.7% | 1,016 | +290.8% | 0.02% | +300.0% |
Q4 2016 | $43,000 | +4.9% | 260 | -2.6% | 0.01% | +25.0% |
Q3 2016 | $41,000 | +32.3% | 267 | +27.1% | 0.00% | +33.3% |
Q2 2016 | $31,000 | -41.5% | 210 | -42.8% | 0.00% | -50.0% |
Q1 2016 | $53,000 | +3.9% | 367 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $51,000 | -15.0% | 367 | -16.0% | 0.01% | -14.3% |
Q3 2015 | $60,000 | -79.1% | 437 | -77.2% | 0.01% | -80.0% |
Q2 2015 | $287,000 | -15.1% | 1,913 | -13.9% | 0.04% | -16.7% |
Q1 2015 | $338,000 | -21.6% | 2,222 | -25.3% | 0.04% | -17.6% |
Q4 2014 | $431,000 | -33.0% | 2,976 | -35.1% | 0.05% | +27.5% |
Q3 2014 | $643,000 | +84.8% | 4,587 | +88.5% | 0.04% | -7.0% |
Q2 2014 | $348,000 | +11.5% | 2,433 | +7.2% | 0.04% | 0.0% |
Q1 2014 | $312,000 | -64.1% | 2,270 | -65.0% | 0.04% | -64.5% |
Q4 2013 | $869,000 | +24.3% | 6,492 | +15.2% | 0.12% | +16.3% |
Q3 2013 | $699,000 | -14.3% | 5,634 | -20.2% | 0.10% | -18.8% |
Q2 2013 | $816,000 | – | 7,058 | – | 0.13% | – |
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% |