ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,889 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $82,571,252 | -3.5% | 1,410,992 | +0.1% | 5.48% | -7.5% |
Q1 2024 | $85,592,318 | +13.8% | 1,409,159 | +419.4% | 5.93% | +6.4% |
Q4 2023 | $75,189,964 | +39.4% | 271,297 | +25.4% | 5.57% | +19.9% |
Q3 2023 | $53,945,626 | -3.5% | 216,345 | +1.2% | 4.65% | +0.7% |
Q2 2023 | $55,888,474 | +4.3% | 213,739 | -0.2% | 4.62% | +12.8% |
Q1 2023 | $53,561,007 | +102779.3% | 214,107 | -0.5% | 4.09% | +6.5% |
Q4 2022 | $52,062 | -99.9% | 215,229 | +0.5% | 3.84% | +1.5% |
Q3 2022 | $46,961,000 | -0.5% | 214,176 | +2.6% | 3.79% | +6.1% |
Q2 2022 | $47,211,000 | -10.1% | 208,687 | +6.7% | 3.57% | -27.6% |
Q1 2022 | $52,498,000 | -1.0% | 195,641 | +4.4% | 4.93% | -4.3% |
Q4 2021 | $53,055,000 | +8.0% | 187,420 | +0.4% | 5.15% | +2.2% |
Q3 2021 | $49,112,000 | -1.0% | 186,690 | +1.2% | 5.04% | -3.5% |
Q2 2021 | $49,588,000 | +29.0% | 184,525 | +10.3% | 5.22% | +1.9% |
Q4 2020 | $38,453,000 | +24.5% | 167,311 | +0.4% | 5.12% | +10.5% |
Q3 2020 | $30,890,000 | -0.2% | 166,695 | -4.2% | 4.64% | +8.3% |
Q2 2020 | $30,949,000 | +37.1% | 174,043 | +10.9% | 4.28% | -24.3% |
Q1 2020 | $22,573,000 | +7066.0% | 156,907 | +10155.4% | 5.65% | +7970.0% |
Q4 2019 | $315,000 | +6.4% | 1,530 | 0.0% | 0.07% | +1.4% |
Q3 2019 | $296,000 | -51.7% | 1,530 | -51.5% | 0.07% | -49.3% |
Q2 2019 | $613,000 | -3.8% | 3,155 | -6.1% | 0.14% | -4.2% |
Q1 2019 | $637,000 | +0.2% | 3,361 | -12.2% | 0.14% | -9.6% |
Q4 2018 | $636,000 | -36.2% | 3,830 | -22.7% | 0.16% | -25.2% |
Q3 2018 | $997,000 | +3.3% | 4,953 | 0.0% | 0.21% | -1.4% |
Q2 2018 | $965,000 | +11.3% | 4,953 | +7.2% | 0.21% | +8.7% |
Q1 2018 | $867,000 | +55.9% | 4,622 | +57.9% | 0.20% | +66.1% |
Q4 2017 | $556,000 | +6.1% | 2,928 | 0.0% | 0.12% | +4.4% |
Q3 2017 | $524,000 | -0.8% | 2,928 | -3.6% | 0.11% | +3.7% |
Q2 2017 | $528,000 | +22.8% | 3,038 | +20.9% | 0.11% | +22.5% |
Q1 2017 | $430,000 | -21.4% | 2,513 | -24.0% | 0.09% | -17.6% |
Q4 2016 | $547,000 | +7.0% | 3,306 | 0.0% | 0.11% | +2.9% |
Q3 2016 | $511,000 | +3.4% | 3,306 | 0.0% | 0.10% | +1.9% |
Q2 2016 | $494,000 | +3.6% | 3,306 | 0.0% | 0.10% | +3.0% |
Q1 2016 | $477,000 | +7.9% | 3,306 | +4.1% | 0.10% | +8.7% |
Q4 2015 | $442,000 | -17.5% | 3,175 | -19.1% | 0.09% | -19.3% |
Q3 2015 | $536,000 | – | 3,925 | – | 0.11% | – |
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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% |