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 | $694 | -0.1% | 11,860 | +3.6% | 0.04% | +2.8% |
Q1 2024 | $695 | +15.8% | 11,445 | +428.9% | 0.04% | +9.1% |
Q4 2023 | $600 | +12.4% | 2,164 | +1.1% | 0.03% | +3.1% |
Q3 2023 | $534 | -6.0% | 2,140 | -1.5% | 0.03% | 0.0% |
Q2 2023 | $568 | +3.1% | 2,172 | -1.4% | 0.03% | -3.0% |
Q1 2023 | $551 | +2.6% | 2,202 | -0.9% | 0.03% | +3.1% |
Q4 2022 | $537 | -99.9% | 2,222 | 0.0% | 0.03% | -3.0% |
Q3 2022 | $487,000 | -3.4% | 2,222 | -0.3% | 0.03% | +3.1% |
Q2 2022 | $504,000 | -13.3% | 2,229 | +3.0% | 0.03% | 0.0% |
Q1 2022 | $581,000 | -0.9% | 2,164 | +4.6% | 0.03% | +3.2% |
Q4 2021 | $586,000 | +7.9% | 2,069 | +0.2% | 0.03% | 0.0% |
Q3 2021 | $543,000 | -2.2% | 2,064 | 0.0% | 0.03% | -3.1% |
Q2 2021 | $555,000 | -2.5% | 2,064 | -5.5% | 0.03% | -8.6% |
Q1 2021 | $569,000 | +22.4% | 2,185 | +8.1% | 0.04% | +12.9% |
Q4 2020 | $465,000 | +18.3% | 2,022 | -4.7% | 0.03% | +3.3% |
Q3 2020 | $393,000 | -10.5% | 2,122 | -14.1% | 0.03% | -16.7% |
Q2 2020 | $439,000 | +13.4% | 2,470 | -8.3% | 0.04% | -5.3% |
Q1 2020 | $387,000 | -25.1% | 2,693 | +7.2% | 0.04% | -2.6% |
Q4 2019 | $517,000 | +46.5% | 2,511 | +37.4% | 0.04% | +39.3% |
Q3 2019 | $353,000 | +8.6% | 1,828 | +9.3% | 0.03% | +7.7% |
Q2 2019 | $325,000 | +3.2% | 1,673 | +0.7% | 0.03% | 0.0% |
Q1 2019 | $315,000 | +14.1% | 1,661 | 0.0% | 0.03% | -3.7% |
Q4 2018 | $276,000 | -15.9% | 1,661 | +1.8% | 0.03% | 0.0% |
Q3 2018 | $328,000 | +3.1% | 1,631 | 0.0% | 0.03% | 0.0% |
Q2 2018 | $318,000 | +3.6% | 1,631 | -0.3% | 0.03% | 0.0% |
Q1 2018 | $307,000 | +8.5% | 1,636 | +9.6% | 0.03% | +12.5% |
Q4 2017 | $283,000 | +6.8% | 1,493 | +0.8% | 0.02% | +4.3% |
Q3 2017 | $265,000 | +6.0% | 1,481 | +2.9% | 0.02% | 0.0% |
Q2 2017 | $250,000 | +11.6% | 1,439 | +10.0% | 0.02% | +9.5% |
Q1 2017 | $224,000 | – | 1,308 | – | 0.02% | – |
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% |