ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 439 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $264,000 | +13.3% | 1,015 | 0.0% | 0.01% | +20.0% |
Q4 2020 | $233,000 | +24.6% | 1,015 | +0.8% | 0.01% | 0.0% |
Q3 2020 | $187,000 | +4.5% | 1,007 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $179,000 | +23.4% | 1,007 | 0.0% | 0.01% | -16.7% |
Q1 2020 | $145,000 | -21.6% | 1,007 | +11.8% | 0.01% | 0.0% |
Q4 2019 | $185,000 | +13.5% | 901 | +6.6% | 0.01% | -14.3% |
Q3 2019 | $163,000 | +2.5% | 845 | +3.2% | 0.01% | +16.7% |
Q2 2019 | $159,000 | +27.2% | 819 | +23.9% | 0.01% | +20.0% |
Q1 2019 | $125,000 | +50.6% | 661 | +31.9% | 0.01% | +25.0% |
Q4 2018 | $83,000 | +10.7% | 501 | +34.0% | 0.00% | +33.3% |
Q3 2018 | $75,000 | -98.9% | 374 | -98.9% | 0.00% | -99.1% |
Q2 2018 | $6,780,000 | +3.8% | 34,809 | -0.1% | 0.32% | +11.7% |
Q1 2018 | $6,533,000 | -1.1% | 34,829 | +0.1% | 0.28% | -1.4% |
Q4 2017 | $6,603,000 | +6.1% | 34,794 | 0.0% | 0.29% | +9.1% |
Q3 2017 | $6,225,000 | +2.8% | 34,794 | -0.1% | 0.26% | +1.5% |
Q2 2017 | $6,057,000 | +1.4% | 34,821 | -0.2% | 0.26% | +3.2% |
Q1 2017 | $5,974,000 | +4.9% | 34,889 | +1.3% | 0.25% | +2.9% |
Q4 2016 | $5,693,000 | +6.9% | 34,435 | 0.0% | 0.24% | +9.4% |
Q3 2016 | $5,327,000 | +3.6% | 34,435 | 0.0% | 0.22% | +0.5% |
Q2 2016 | $5,144,000 | +3.6% | 34,435 | 0.0% | 0.22% | +7.8% |
Q1 2016 | $4,965,000 | +6.0% | 34,435 | +2.4% | 0.21% | +22.6% |
Q4 2015 | $4,686,000 | +2.0% | 33,635 | 0.0% | 0.17% | +0.6% |
Q3 2015 | $4,595,000 | -8.8% | 33,635 | +0.1% | 0.17% | +4.4% |
Q2 2015 | $5,041,000 | -1.3% | 33,613 | 0.0% | 0.16% | -0.6% |
Q1 2015 | $5,109,000 | +5.0% | 33,613 | +0.0% | 0.16% | -2.4% |
Q4 2014 | $4,865,000 | +7.5% | 33,600 | +1.5% | 0.16% | +8.6% |
Q3 2014 | $4,526,000 | -2.4% | 33,100 | +2.2% | 0.15% | -1.3% |
Q2 2014 | $4,636,000 | +3.8% | 32,400 | -0.3% | 0.15% | +2.0% |
Q1 2014 | $4,468,000 | -4.8% | 32,505 | -7.3% | 0.15% | -7.9% |
Q4 2013 | $4,693,000 | +7.8% | 35,075 | 0.0% | 0.16% | +0.6% |
Q3 2013 | $4,354,000 | +7.5% | 35,075 | 0.0% | 0.16% | -4.7% |
Q2 2013 | $4,051,000 | – | 35,075 | – | 0.17% | – |
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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% |