ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,175 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.23 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $767,432 | -6.9% | 13,114 | -3.4% | 0.03% | -8.1% |
Q1 2024 | $824,546 | +25.5% | 13,575 | +472.8% | 0.04% | +19.4% |
Q4 2023 | $656,846 | +11.1% | 2,370 | 0.0% | 0.03% | 0.0% |
Q3 2023 | $590,960 | -4.6% | 2,370 | 0.0% | 0.03% | -8.8% |
Q2 2023 | $619,708 | +3.8% | 2,370 | -0.7% | 0.03% | -2.9% |
Q1 2023 | $596,882 | +3.4% | 2,386 | 0.0% | 0.04% | 0.0% |
Q4 2022 | $577,150 | +9.7% | 2,386 | -0.6% | 0.04% | -2.8% |
Q3 2022 | $526,000 | -3.1% | 2,401 | 0.0% | 0.04% | 0.0% |
Q2 2022 | $543,000 | -15.7% | 2,401 | 0.0% | 0.04% | -5.3% |
Q1 2022 | $644,000 | +16.5% | 2,401 | +14.3% | 0.04% | +8.6% |
Q4 2021 | $553,000 | 0.0% | 2,101 | 0.0% | 0.04% | 0.0% |
Q3 2021 | $553,000 | -2.3% | 2,101 | -0.2% | 0.04% | -2.8% |
Q2 2021 | $566,000 | +3.3% | 2,106 | 0.0% | 0.04% | -2.7% |
Q1 2021 | $548,000 | +13.2% | 2,106 | 0.0% | 0.04% | -11.9% |
Q4 2020 | $484,000 | +24.1% | 2,106 | 0.0% | 0.04% | +5.0% |
Q3 2020 | $390,000 | +4.3% | 2,106 | 0.0% | 0.04% | -4.8% |
Q2 2020 | $374,000 | +23.4% | 2,106 | 0.0% | 0.04% | +2.4% |
Q1 2020 | $303,000 | -29.7% | 2,106 | +0.5% | 0.04% | -14.6% |
Q4 2019 | $431,000 | +6.4% | 2,095 | 0.0% | 0.05% | -2.0% |
Q3 2019 | $405,000 | -0.5% | 2,095 | 0.0% | 0.05% | -2.0% |
Q2 2019 | $407,000 | +2.5% | 2,095 | 0.0% | 0.05% | -3.8% |
Q1 2019 | $397,000 | +13.8% | 2,095 | -0.3% | 0.05% | 0.0% |
Q4 2018 | $349,000 | -16.9% | 2,101 | +0.8% | 0.05% | -7.1% |
Q3 2018 | $420,000 | +13.2% | 2,085 | +9.4% | 0.06% | +5.7% |
Q2 2018 | $371,000 | +3.9% | 1,905 | 0.0% | 0.05% | +1.9% |
Q1 2018 | $357,000 | -6.5% | 1,905 | -5.2% | 0.05% | -5.5% |
Q4 2017 | $382,000 | +12.0% | 2,010 | +5.5% | 0.06% | +5.8% |
Q3 2017 | $341,000 | +3.0% | 1,905 | 0.0% | 0.05% | 0.0% |
Q2 2017 | $331,000 | +1.5% | 1,905 | 0.0% | 0.05% | 0.0% |
Q1 2017 | $326,000 | +3.5% | 1,905 | 0.0% | 0.05% | 0.0% |
Q4 2016 | $315,000 | +6.8% | 1,905 | 0.0% | 0.05% | -1.9% |
Q3 2016 | $295,000 | +3.5% | 1,905 | 0.0% | 0.05% | +3.9% |
Q2 2016 | $285,000 | +3.6% | 1,905 | 0.0% | 0.05% | -3.8% |
Q1 2016 | $275,000 | +3.8% | 1,905 | 0.0% | 0.05% | -7.0% |
Q4 2015 | $265,000 | +1.9% | 1,905 | 0.0% | 0.06% | -8.1% |
Q3 2015 | $260,000 | -11.9% | 1,905 | -3.1% | 0.06% | -7.5% |
Q2 2015 | $295,000 | -1.3% | 1,965 | 0.0% | 0.07% | -2.9% |
Q1 2015 | $299,000 | +11.6% | 1,965 | +6.2% | 0.07% | +6.2% |
Q4 2014 | $268,000 | +5.9% | 1,850 | 0.0% | 0.06% | +1.6% |
Q3 2014 | $253,000 | -4.5% | 1,850 | 0.0% | 0.06% | 0.0% |
Q2 2014 | $265,000 | +4.3% | 1,850 | 0.0% | 0.06% | +3.2% |
Q1 2014 | $254,000 | +2.4% | 1,850 | 0.0% | 0.06% | +3.3% |
Q4 2013 | $248,000 | +7.8% | 1,850 | 0.0% | 0.06% | 0.0% |
Q3 2013 | $230,000 | – | 1,850 | – | 0.06% | – |
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% |