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 | $4,907,195 | +1.7% | 83,855 | +5.5% | 0.29% | +4.3% |
| Q1 2024 | $4,826,704 | +23.8% | 79,465 | +465.1% | 0.28% | +16.7% |
| Q4 2023 | $3,897,283 | +41.0% | 14,062 | +26.8% | 0.24% | +29.7% |
| Q3 2023 | $2,764,543 | -5.8% | 11,087 | -1.2% | 0.18% | -0.5% |
| Q2 2023 | $2,934,329 | +3.9% | 11,222 | -0.6% | 0.19% | -5.6% |
| Q1 2023 | $2,825,058 | +1.0% | 11,293 | -2.3% | 0.20% | +3.7% |
| Q4 2022 | $2,796,734 | +11.4% | 11,562 | +1.0% | 0.19% | 0.0% |
| Q3 2022 | $2,511,000 | -2.1% | 11,452 | +1.0% | 0.19% | +3.3% |
| Q2 2022 | $2,564,000 | -8.4% | 11,335 | +8.6% | 0.18% | -5.2% |
| Q1 2022 | $2,800,000 | -5.6% | 10,433 | -0.4% | 0.19% | +3.2% |
| Q4 2021 | $2,966,000 | +30.2% | 10,478 | +21.0% | 0.19% | +15.3% |
| Q3 2021 | $2,278,000 | +63.6% | 8,659 | +67.2% | 0.16% | +63.0% |
| Q2 2021 | $1,392,000 | +58.0% | 5,179 | +53.0% | 0.10% | +53.8% |
| Q1 2021 | $881,000 | +115.9% | 3,384 | +90.8% | 0.06% | +97.0% |
| Q4 2020 | $408,000 | +96.2% | 1,774 | +57.8% | 0.03% | +83.3% |
| Q3 2020 | $208,000 | -92.2% | 1,124 | -92.5% | 0.02% | -92.8% |
| Q2 2020 | $2,682,000 | +23.2% | 15,084 | -0.3% | 0.25% | +2.4% |
| Q1 2020 | $2,177,000 | -37.2% | 15,134 | -10.1% | 0.24% | -10.9% |
| Q4 2019 | $3,465,000 | +5.3% | 16,835 | -1.1% | 0.28% | +3.8% |
| Q3 2019 | $3,290,000 | -0.3% | 17,028 | +0.2% | 0.26% | -8.9% |
| Q2 2019 | $3,301,000 | +11.7% | 16,995 | +9.0% | 0.29% | +10.6% |
| Q1 2019 | $2,954,000 | +13.7% | 15,595 | -0.3% | 0.26% | -1.5% |
| Q4 2018 | $2,598,000 | -16.7% | 15,645 | +1.0% | 0.27% | -2.9% |
| Q3 2018 | $3,117,000 | +11.2% | 15,485 | +7.6% | 0.28% | +3.0% |
| Q2 2018 | $2,802,000 | +3.9% | 14,385 | 0.0% | 0.27% | +3.5% |
| Q1 2018 | $2,698,000 | – | 14,385 | – | 0.26% | – |
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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% |