ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 754 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.54 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $28,119,698 | -4.3% | 480,514 | -0.7% | 3.33% | -7.3% |
Q1 2024 | $29,384,775 | -1.3% | 483,780 | +311.4% | 3.60% | -13.4% |
Q4 2023 | $29,772,121 | +9.7% | 117,591 | -1.3% | 4.15% | -1.0% |
Q3 2023 | $27,141,783 | -13.3% | 119,172 | -0.5% | 4.20% | +2.1% |
Q2 2023 | $31,322,380 | +11.3% | 119,789 | +6.5% | 4.11% | +9.7% |
Q1 2023 | $28,144,620 | +9.2% | 112,507 | +5.6% | 3.75% | +7.2% |
Q4 2022 | $25,771,746 | +33.3% | 106,543 | +21.7% | 3.49% | +25.4% |
Q3 2022 | $19,327,000 | +33.7% | 87,564 | +38.5% | 2.79% | +42.1% |
Q2 2022 | $14,453,000 | -13.6% | 63,201 | +1.1% | 1.96% | -1.2% |
Q1 2022 | $16,730,000 | -2.5% | 62,499 | +2.8% | 1.98% | +5.7% |
Q4 2021 | $17,167,000 | -1.2% | 60,775 | -7.2% | 1.88% | +8.6% |
Q3 2021 | $17,379,000 | -22.9% | 65,514 | -21.9% | 1.73% | -31.2% |
Q2 2021 | $22,530,000 | -2.4% | 83,903 | -5.0% | 2.51% | -3.0% |
Q1 2021 | $23,076,000 | +12.7% | 88,363 | -0.8% | 2.59% | -12.9% |
Q4 2020 | $20,479,000 | +1.7% | 89,106 | -17.1% | 2.98% | +14.4% |
Q3 2020 | $20,146,000 | -8.1% | 107,471 | -11.8% | 2.60% | +95.4% |
Q2 2020 | $21,916,000 | +27.8% | 121,895 | +3.9% | 1.33% | -48.7% |
Q1 2020 | $17,155,000 | -32.7% | 117,282 | -5.2% | 2.60% | -24.1% |
Q4 2019 | $25,498,000 | +6.1% | 123,654 | +0.3% | 3.42% | +7.8% |
Q3 2019 | $24,041,000 | -0.2% | 123,239 | +0.2% | 3.17% | -7.7% |
Q2 2019 | $24,094,000 | +3.0% | 122,955 | +0.9% | 3.44% | +1.2% |
Q1 2019 | $23,381,000 | -32.4% | 121,874 | -28.8% | 3.40% | -35.2% |
Q4 2018 | $34,602,000 | +0.4% | 171,268 | +0.4% | 5.24% | -0.1% |
Q3 2018 | $34,479,000 | -8.4% | 170,670 | -13.7% | 5.24% | -11.5% |
Q2 2018 | $37,634,000 | +0.9% | 197,791 | +0.8% | 5.93% | -7.3% |
Q1 2018 | $37,314,000 | -5.1% | 196,229 | -5.3% | 6.39% | +19.2% |
Q4 2017 | $39,333,000 | +5.7% | 207,255 | -0.3% | 5.36% | +1.9% |
Q3 2017 | $37,197,000 | +4.3% | 207,922 | +1.4% | 5.26% | +0.2% |
Q2 2017 | $35,661,000 | +1.9% | 205,009 | +0.3% | 5.25% | -4.2% |
Q1 2017 | $35,005,000 | +6.4% | 204,446 | +2.7% | 5.48% | -2.8% |
Q4 2016 | $32,901,000 | +24.3% | 198,989 | +16.3% | 5.64% | +20.2% |
Q3 2016 | $26,465,000 | +2.6% | 171,063 | -0.9% | 4.69% | -1.6% |
Q2 2016 | $25,797,000 | +28.9% | 172,680 | +20.2% | 4.76% | +28.0% |
Q1 2016 | $20,020,000 | 0.0% | 143,700 | 0.0% | 3.72% | -0.0% |
Q4 2015 | $20,020,000 | -2.2% | 143,700 | -4.1% | 3.72% | +0.4% |
Q3 2015 | $20,466,000 | -8.6% | 149,812 | +0.4% | 3.71% | +0.7% |
Q2 2015 | $22,385,000 | -1.2% | 149,255 | +0.1% | 3.68% | -1.6% |
Q1 2015 | $22,663,000 | +87.5% | 149,121 | +78.7% | 3.74% | +22.4% |
Q4 2014 | $12,090,000 | +5.8% | 83,452 | -0.1% | 3.06% | -23.0% |
Q3 2014 | $11,422,000 | -2.5% | 83,535 | +2.0% | 3.97% | -4.9% |
Q2 2014 | $11,712,000 | +7.2% | 81,857 | +3.0% | 4.17% | -1.4% |
Q1 2014 | $10,924,000 | -22.3% | 79,471 | -24.4% | 4.23% | -10.6% |
Q4 2013 | $14,061,000 | +8.8% | 105,087 | +1.0% | 4.73% | +0.5% |
Q3 2013 | $12,922,000 | +8.9% | 104,094 | +1.3% | 4.71% | -4.9% |
Q2 2013 | $11,865,000 | – | 102,732 | – | 4.95% | – |
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% |