ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,775 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $71,342,340 | -2.9% | 1,219,110 | +0.8% | 11.63% | -5.1% |
Q1 2024 | $73,465,452 | +11.8% | 1,209,507 | +410.1% | 12.25% | +6.2% |
Q4 2023 | $65,710,769 | +7.6% | 237,095 | -2.9% | 11.53% | +1.3% |
Q3 2023 | $61,084,175 | -9.4% | 244,285 | -5.3% | 11.38% | -3.6% |
Q2 2023 | $67,447,828 | +7.0% | 257,946 | +2.4% | 11.81% | +9.3% |
Q1 2023 | $63,011,155 | +4.0% | 251,883 | +0.6% | 10.81% | +4.6% |
Q4 2022 | $60,578,231 | +12.5% | 250,437 | +2.0% | 10.34% | +2.7% |
Q3 2022 | $53,827,000 | +0.3% | 245,493 | +3.5% | 10.07% | +2.3% |
Q2 2022 | $53,658,000 | -14.7% | 237,184 | +1.2% | 9.84% | -12.6% |
Q1 2022 | $62,916,000 | -4.9% | 234,462 | +0.3% | 11.26% | -9.4% |
Q4 2021 | $66,184,000 | +8.3% | 233,798 | +0.6% | 12.43% | -1.7% |
Q3 2021 | $61,112,000 | -2.1% | 232,303 | +0.0% | 12.64% | -4.5% |
Q2 2021 | $62,401,000 | +2.3% | 232,207 | -1.0% | 13.24% | -8.5% |
Q1 2021 | $61,024,000 | +9.1% | 234,454 | -3.7% | 14.47% | -0.3% |
Q4 2020 | $55,932,000 | +21.1% | 243,364 | -2.4% | 14.51% | +12.4% |
Q3 2020 | $46,190,000 | -11.1% | 249,256 | -14.7% | 12.91% | -10.5% |
Q2 2020 | $51,962,000 | -1.2% | 292,216 | -20.1% | 14.42% | -17.3% |
Q1 2020 | $52,592,000 | -29.4% | 365,578 | +1.0% | 17.45% | +8.4% |
Q4 2019 | $74,530,000 | +5.1% | 362,113 | -1.4% | 16.10% | +0.9% |
Q3 2019 | $70,930,000 | -2.6% | 367,075 | -2.1% | 15.96% | -3.0% |
Q2 2019 | $72,847,000 | +6.0% | 374,998 | +3.4% | 16.45% | +2.3% |
Q1 2019 | $68,712,000 | +28.0% | 362,787 | +12.2% | 16.08% | +11.8% |
Q4 2018 | $53,691,000 | -16.8% | 323,324 | +0.8% | 14.39% | -9.3% |
Q3 2018 | $64,545,000 | +3.2% | 320,658 | -0.2% | 15.87% | +7.6% |
Q2 2018 | $62,568,000 | +3.9% | 321,227 | +0.1% | 14.75% | -3.5% |
Q1 2018 | $60,204,000 | +0.5% | 320,969 | +1.7% | 15.28% | -12.2% |
Q4 2017 | $59,902,000 | +6.0% | 315,638 | -0.1% | 17.40% | -4.5% |
Q3 2017 | $56,496,000 | +14.6% | 315,797 | +11.4% | 18.23% | +0.5% |
Q2 2017 | $49,297,000 | +2.5% | 283,396 | +0.9% | 18.14% | -5.3% |
Q1 2017 | $48,088,000 | +13.3% | 280,857 | +9.4% | 19.17% | -19.3% |
Q4 2016 | $42,432,000 | – | 256,635 | – | 23.75% | – |
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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% |