ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,098 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,527,304 | -15.9% | 128,628 | -12.7% | 1.23% | -15.8% |
| Q1 2024 | $8,949,880 | -12.0% | 147,347 | +301.5% | 1.46% | -20.3% |
| Q4 2023 | $10,172,066 | +10.7% | 36,702 | -0.4% | 1.83% | +5.3% |
| Q3 2023 | $9,185,152 | -1.1% | 36,836 | +3.7% | 1.73% | +0.5% |
| Q2 2023 | $9,291,269 | +6.2% | 35,533 | +1.6% | 1.72% | -2.9% |
| Q1 2023 | $8,748,587 | +3.9% | 34,972 | +0.5% | 1.78% | -3.8% |
| Q4 2022 | $8,418,368 | +15.2% | 34,802 | +4.5% | 1.85% | +9.0% |
| Q3 2022 | $7,305,000 | -0.2% | 33,318 | +2.9% | 1.69% | +6.1% |
| Q2 2022 | $7,322,000 | -16.1% | 32,366 | -0.4% | 1.60% | -2.4% |
| Q1 2022 | $8,723,000 | -2.8% | 32,509 | +2.6% | 1.64% | +0.3% |
| Q4 2021 | $8,972,000 | +17.4% | 31,694 | +9.1% | 1.63% | +10.1% |
| Q3 2021 | $7,642,000 | +6.7% | 29,051 | +9.0% | 1.48% | +7.8% |
| Q2 2021 | $7,163,000 | +11.3% | 26,656 | +7.8% | 1.37% | +3.2% |
| Q1 2021 | $6,434,000 | +27.7% | 24,721 | +12.8% | 1.33% | +18.7% |
| Q4 2020 | $5,038,000 | +57.1% | 21,919 | +26.7% | 1.12% | +38.2% |
| Q3 2020 | $3,207,000 | +15.6% | 17,304 | +10.9% | 0.81% | +5.6% |
| Q2 2020 | $2,775,000 | +36.7% | 15,603 | +10.6% | 0.77% | +16.2% |
| Q1 2020 | $2,030,000 | -27.4% | 14,109 | +3.9% | 0.66% | -7.9% |
| Q4 2019 | $2,795,000 | +0.8% | 13,578 | -5.4% | 0.72% | -1.5% |
| Q3 2019 | $2,772,000 | -2.5% | 14,346 | -2.0% | 0.73% | -4.6% |
| Q2 2019 | $2,844,000 | +5.7% | 14,639 | +3.0% | 0.76% | +1.3% |
| Q1 2019 | $2,691,000 | +37.8% | 14,206 | +20.8% | 0.76% | +19.1% |
| Q4 2018 | $1,953,000 | +1.0% | 11,761 | +22.4% | 0.63% | +13.0% |
| Q3 2018 | $1,934,000 | +9.7% | 9,606 | +6.1% | 0.56% | +7.1% |
| Q2 2018 | $1,763,000 | +5.0% | 9,050 | +1.1% | 0.52% | -0.8% |
| Q1 2018 | $1,679,000 | -32.4% | 8,950 | -31.6% | 0.53% | -32.5% |
| Q4 2017 | $2,484,000 | +7.4% | 13,087 | +1.2% | 0.78% | +2.5% |
| Q3 2017 | $2,313,000 | +39.1% | 12,929 | +35.2% | 0.76% | +36.2% |
| Q2 2017 | $1,663,000 | +302.7% | 9,562 | +296.1% | 0.56% | +273.3% |
| Q1 2017 | $413,000 | +932.5% | 2,414 | +747.0% | 0.15% | +782.4% |
| Q4 2014 | $40,000 | -61.9% | 285 | -63.0% | 0.02% | -63.0% |
| Q3 2014 | $105,000 | +14.1% | 771 | +19.3% | 0.05% | +12.2% |
| Q2 2014 | $92,000 | +19.5% | 646 | +15.8% | 0.04% | +17.1% |
| Q1 2014 | $77,000 | – | 558 | – | 0.04% | – |
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% |