ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 921 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,046,175 | +21.8% | 51,534 | +25.1% | 0.28% | +6.2% |
Q1 2024 | $2,501,577 | +9.6% | 41,185 | +400.0% | 0.26% | -5.1% |
Q4 2023 | $2,282,885 | -23.4% | 8,237 | -31.1% | 0.27% | -33.1% |
Q3 2023 | $2,979,483 | +34.4% | 11,949 | +41.0% | 0.41% | +37.8% |
Q2 2023 | $2,216,566 | +6.0% | 8,477 | +1.4% | 0.30% | -2.0% |
Q1 2023 | $2,090,587 | +2.2% | 8,357 | -1.2% | 0.30% | -5.9% |
Q4 2022 | $2,045,906 | +781.9% | 8,458 | +699.4% | 0.32% | +702.5% |
Q3 2022 | $232,000 | -7.9% | 1,058 | +7.3% | 0.04% | +2.6% |
Q2 2022 | $252,000 | -8.7% | 986 | -4.1% | 0.04% | -4.9% |
Q1 2022 | $276,000 | -6.8% | 1,028 | -1.6% | 0.04% | +24.2% |
Q4 2021 | $296,000 | +19.4% | 1,045 | +10.7% | 0.03% | +3.1% |
Q3 2021 | $248,000 | -2.4% | 944 | 0.0% | 0.03% | +14.3% |
Q2 2021 | $254,000 | +20.4% | 944 | +16.3% | 0.03% | +33.3% |
Q1 2021 | $211,000 | -62.6% | 812 | -74.4% | 0.02% | -63.8% |
Q2 2020 | $564,000 | +89.3% | 3,173 | +53.1% | 0.06% | +48.7% |
Q1 2020 | $298,000 | -29.7% | 2,072 | +0.5% | 0.04% | -15.2% |
Q4 2019 | $424,000 | +6.8% | 2,062 | +0.3% | 0.05% | -6.1% |
Q3 2019 | $397,000 | -18.1% | 2,055 | -17.6% | 0.05% | -10.9% |
Q2 2019 | $485,000 | +7.8% | 2,495 | +5.1% | 0.06% | +5.8% |
Q1 2019 | $450,000 | -55.0% | 2,374 | -60.5% | 0.05% | -61.5% |
Q4 2018 | $999,000 | +111.2% | 6,014 | +156.0% | 0.14% | +128.8% |
Q3 2018 | $473,000 | +70.8% | 2,349 | +65.1% | 0.06% | +59.5% |
Q2 2018 | $277,000 | +17.4% | 1,423 | -0.3% | 0.04% | -30.2% |
Q4 2016 | $236,000 | +11.3% | 1,427 | +4.0% | 0.05% | -34.6% |
Q3 2016 | $212,000 | -0.5% | 1,372 | -4.0% | 0.08% | -12.0% |
Q2 2016 | $213,000 | – | 1,429 | – | 0.09% | – |
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% |