ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 561 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.15 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $139,850,919 | -2.9% | 2,389,797 | +0.7% | 6.17% | -6.0% |
Q1 2024 | $144,094,567 | +12.4% | 2,372,318 | +412.9% | 6.56% | +2.9% |
Q4 2023 | $128,190,961 | +12.7% | 462,533 | +1.4% | 6.38% | +0.9% |
Q3 2023 | $113,699,021 | -4.8% | 455,982 | -0.1% | 6.32% | -0.6% |
Q2 2023 | $119,396,718 | +5.9% | 456,619 | +1.3% | 6.36% | -0.6% |
Q1 2023 | $112,717,606 | +2.4% | 450,582 | -1.0% | 6.40% | -2.2% |
Q4 2022 | $110,068,101 | +11.1% | 455,034 | +0.7% | 6.54% | +4.1% |
Q3 2022 | $99,068,000 | -2.7% | 451,826 | +0.4% | 6.29% | +2.8% |
Q2 2022 | $101,853,000 | -15.2% | 450,217 | +0.6% | 6.12% | +0.2% |
Q1 2022 | $120,124,000 | -3.5% | 447,656 | +1.8% | 6.10% | +2.7% |
Q4 2021 | $124,512,000 | +12.6% | 439,846 | +4.6% | 5.94% | +1.4% |
Q3 2021 | $110,593,000 | +0.4% | 420,393 | +2.5% | 5.86% | +0.3% |
Q2 2021 | $110,185,000 | +6.2% | 410,020 | +2.8% | 5.84% | -2.3% |
Q1 2021 | $103,767,000 | +12.6% | 398,675 | -0.5% | 5.98% | +6.7% |
Q4 2020 | $92,119,000 | +24.1% | 400,815 | +0.0% | 5.60% | +10.5% |
Q3 2020 | $74,249,000 | +6.0% | 400,673 | +1.7% | 5.07% | -2.6% |
Q2 2020 | $70,066,000 | +23.7% | 394,032 | +0.1% | 5.20% | +1.5% |
Q1 2020 | $56,639,000 | -28.7% | 393,705 | +2.0% | 5.13% | -11.2% |
Q4 2019 | $79,409,000 | +5.3% | 385,816 | -1.1% | 5.77% | -2.0% |
Q3 2019 | $75,403,000 | +1.8% | 390,222 | +2.4% | 5.89% | -1.1% |
Q2 2019 | $74,054,000 | +6.0% | 381,214 | +3.3% | 5.96% | +0.5% |
Q1 2019 | $69,872,000 | +18.4% | 368,913 | +3.8% | 5.93% | +4.8% |
Q4 2018 | $59,017,000 | -13.1% | 355,400 | +5.4% | 5.66% | +1.7% |
Q3 2018 | $67,897,000 | +8.7% | 337,311 | +5.2% | 5.56% | +2.7% |
Q2 2018 | $62,438,000 | +8.4% | 320,553 | +4.3% | 5.42% | +6.3% |
Q1 2018 | $57,623,000 | +1.1% | 307,208 | +2.3% | 5.10% | -1.9% |
Q4 2017 | $56,993,000 | +7.9% | 300,309 | +1.7% | 5.20% | +2.7% |
Q3 2017 | $52,841,000 | +6.6% | 295,366 | +3.6% | 5.06% | +4.0% |
Q2 2017 | $49,580,000 | +4.1% | 285,021 | +2.5% | 4.86% | +2.7% |
Q1 2017 | $47,617,000 | +9.5% | 278,107 | +5.8% | 4.74% | +5.0% |
Q4 2016 | $43,470,000 | +11.4% | 262,913 | +4.2% | 4.51% | +8.0% |
Q3 2016 | $39,018,000 | +10.6% | 252,200 | +6.9% | 4.18% | +3.8% |
Q2 2016 | $35,267,000 | +9.5% | 235,994 | +5.6% | 4.03% | +9.3% |
Q1 2016 | $32,221,000 | +8.5% | 223,457 | +4.8% | 3.68% | +6.1% |
Q4 2015 | $29,704,000 | +11.5% | 213,204 | +9.3% | 3.47% | +6.3% |
Q3 2015 | $26,639,000 | +8.0% | 194,997 | +18.5% | 3.26% | +16.9% |
Q2 2015 | $24,676,000 | +42.2% | 164,525 | +44.1% | 2.79% | +38.7% |
Q1 2015 | $17,356,000 | +17.7% | 114,199 | +12.2% | 2.02% | +14.0% |
Q4 2014 | $14,744,000 | +20.6% | 101,827 | +13.9% | 1.77% | +17.4% |
Q3 2014 | $12,230,000 | +3.7% | 89,439 | +8.5% | 1.51% | +2.0% |
Q2 2014 | $11,790,000 | +170.8% | 82,404 | +160.2% | 1.48% | +120.3% |
Q1 2014 | $4,354,000 | +19.1% | 31,671 | +15.9% | 0.67% | +30.1% |
Q4 2013 | $3,655,000 | -54.5% | 27,317 | -57.8% | 0.52% | -56.9% |
Q3 2013 | $8,038,000 | +12.4% | 64,746 | +4.5% | 1.20% | +6.7% |
Q2 2013 | $7,154,000 | – | 61,936 | – | 1.12% | – |
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% |