ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 874 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.20 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,279,247 | -3.7% | 21,860 | 0.0% | 0.05% | +20.5% |
| Q1 2024 | $1,327,776 | +9.6% | 21,860 | +400.0% | 0.04% | -24.1% |
| Q4 2023 | $1,211,700 | +52.2% | 4,372 | +36.9% | 0.06% | +41.5% |
| Q3 2023 | $796,175 | -4.6% | 3,193 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $834,906 | -9.5% | 3,193 | -13.4% | 0.04% | -12.8% |
| Q1 2023 | $922,340 | +3.4% | 3,687 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $891,848 | +7.1% | 3,687 | -3.0% | 0.05% | 0.0% |
| Q3 2022 | $833,000 | +9.2% | 3,801 | +12.7% | 0.05% | +20.5% |
| Q2 2022 | $763,000 | -15.2% | 3,372 | +0.5% | 0.04% | -7.1% |
| Q1 2022 | $900,000 | -5.3% | 3,355 | 0.0% | 0.04% | +2.4% |
| Q4 2021 | $950,000 | +7.6% | 3,355 | 0.0% | 0.04% | +2.5% |
| Q3 2021 | $883,000 | -2.1% | 3,355 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $902,000 | +14.2% | 3,355 | +10.5% | 0.04% | +8.1% |
| Q1 2021 | $790,000 | +283.5% | 3,035 | +186.3% | 0.04% | +270.0% |
| Q2 2019 | $206,000 | +2.5% | 1,060 | 0.0% | 0.01% | +11.1% |
| Q1 2019 | $201,000 | -5.6% | 1,060 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $213,000 | -40.7% | 1,060 | -42.5% | 0.01% | -43.8% |
| Q2 2018 | $359,000 | +3.8% | 1,845 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $346,000 | -1.1% | 1,845 | 0.0% | 0.02% | +6.7% |
| Q4 2017 | $350,000 | -2.0% | 1,845 | -7.4% | 0.02% | -6.2% |
| Q3 2017 | $357,000 | +2.9% | 1,993 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $347,000 | +1.8% | 1,993 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $341,000 | +28.2% | 1,993 | +23.9% | 0.02% | +23.1% |
| Q4 2016 | $266,000 | -52.0% | 1,608 | -58.5% | 0.01% | -59.4% |
| Q2 2014 | $554,000 | +6.1% | 3,875 | +2.0% | 0.03% | -3.0% |
| Q1 2014 | $522,000 | +2.8% | 3,800 | 0.0% | 0.03% | 0.0% |
| Q4 2013 | $508,000 | +13.4% | 3,800 | +5.4% | 0.03% | +3.1% |
| Q3 2013 | $448,000 | +7.7% | 3,606 | 0.0% | 0.03% | +3.2% |
| Q2 2013 | $416,000 | – | 3,606 | – | 0.03% | – |
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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% |