ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,626 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $8,552,449 | +0.5% | 146,146 | +4.3% | 0.78% | -5.3% |
Q1 2024 | $8,513,055 | +27.7% | 140,156 | +482.6% | 0.82% | +33.2% |
Q4 2023 | $6,666,711 | +83.3% | 24,055 | +64.9% | 0.62% | +86.4% |
Q3 2023 | $3,636,646 | +101.9% | 14,585 | +111.7% | 0.33% | +114.3% |
Q2 2023 | $1,801,079 | +4.5% | 6,888 | -0.0% | 0.15% | -2.5% |
Q1 2023 | $1,723,790 | +2.3% | 6,891 | -1.1% | 0.16% | -4.8% |
Q4 2022 | $1,684,668 | +7.0% | 6,965 | -3.0% | 0.17% | +5.7% |
Q3 2022 | $1,575,000 | -4.1% | 7,183 | -1.1% | 0.16% | -2.5% |
Q2 2022 | $1,643,000 | -14.2% | 7,262 | +1.7% | 0.16% | +34.2% |
Q1 2022 | $1,916,000 | -5.7% | 7,140 | -0.5% | 0.12% | -4.0% |
Q4 2021 | $2,032,000 | +23.7% | 7,177 | +14.9% | 0.12% | +9.6% |
Q3 2021 | $1,643,000 | +7.0% | 6,245 | +9.3% | 0.11% | +11.8% |
Q2 2021 | $1,536,000 | +5.4% | 5,715 | +2.1% | 0.10% | -1.9% |
Q1 2021 | $1,457,000 | +4.5% | 5,598 | -7.7% | 0.10% | -8.0% |
Q4 2020 | $1,394,000 | +7.2% | 6,066 | -13.5% | 0.11% | +1.8% |
Q3 2020 | $1,300,000 | +13.5% | 7,016 | +8.9% | 0.11% | +20.7% |
Q2 2020 | $1,145,000 | -2.7% | 6,440 | -21.3% | 0.09% | -15.6% |
Q1 2020 | $1,177,000 | -42.7% | 8,181 | -18.1% | 0.11% | -37.4% |
Q4 2019 | $2,055,000 | +8.3% | 9,983 | +1.7% | 0.17% | 0.0% |
Q3 2019 | $1,897,000 | +57.2% | 9,817 | +58.0% | 0.17% | +29.9% |
Q2 2019 | $1,207,000 | +13.8% | 6,215 | +10.9% | 0.13% | +3.1% |
Q1 2019 | $1,061,000 | -11.8% | 5,603 | -22.6% | 0.13% | -21.7% |
Q4 2018 | $1,203,000 | -48.6% | 7,242 | -37.7% | 0.17% | -43.5% |
Q3 2018 | $2,341,000 | +47.5% | 11,630 | +42.7% | 0.29% | +36.7% |
Q2 2018 | $1,587,000 | +108.5% | 8,150 | +100.9% | 0.22% | +104.8% |
Q1 2018 | $761,000 | +14.4% | 4,056 | +15.8% | 0.10% | +4.0% |
Q4 2017 | $665,000 | – | 3,504 | – | 0.10% | – |
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% |