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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $258,564,577 | +4.3% | 1,032,262 | +8.9% | 11.09% | +5.2% |
Q2 2023 | $247,786,422 | +3.0% | 947,625 | -1.5% | 10.54% | -3.6% |
Q1 2023 | $240,659,000 | -0.3% | 962,018 | -3.6% | 10.93% | -5.4% |
Q4 2022 | $241,372,462 | +11.2% | 997,863 | +0.8% | 11.56% | -12.2% |
Q3 2022 | $217,139,000 | -15.7% | 990,328 | +3.2% | 13.16% | +0.6% |
Q1 2022 | $257,486,000 | -3.6% | 959,559 | +1.7% | 13.08% | +0.4% |
Q4 2021 | $267,128,000 | +13.3% | 943,657 | +5.3% | 13.02% | +3.7% |
Q3 2021 | $235,668,000 | -14.1% | 895,865 | -12.3% | 12.56% | +14.2% |
Q2 2021 | $274,484,000 | +19.5% | 1,021,420 | +15.8% | 11.00% | +9.3% |
Q1 2021 | $229,661,000 | +27.8% | 882,396 | +12.9% | 10.06% | +15.7% |
Q4 2020 | $179,688,000 | +25.0% | 781,845 | +0.8% | 8.70% | +25.3% |
Q3 2020 | $143,720,000 | +10.7% | 775,608 | +6.2% | 6.94% | +0.6% |
Q2 2020 | $129,810,000 | +33.5% | 730,005 | +8.0% | 6.90% | +9.6% |
Q1 2020 | $97,233,000 | +539.9% | 675,887 | +815.3% | 6.29% | +763.4% |
Q4 2019 | $15,196,000 | -3.0% | 73,840 | -9.0% | 0.73% | -3.2% |
Q3 2019 | $15,671,000 | +0.3% | 81,099 | +0.9% | 0.75% | -3.8% |
Q2 2019 | $15,622,000 | -7.8% | 80,414 | -10.1% | 0.78% | -2.0% |
Q1 2019 | $16,947,000 | -20.7% | 89,465 | -30.5% | 0.80% | -26.8% |
Q4 2018 | $21,369,000 | -2.3% | 128,693 | +18.9% | 1.09% | -15.6% |
Q3 2018 | $21,865,000 | +12.0% | 108,195 | +8.4% | 1.29% | +3.8% |
Q2 2018 | $19,531,000 | -40.1% | 99,838 | -42.6% | 1.25% | -44.1% |
Q1 2018 | $32,610,000 | -3.9% | 173,846 | -2.8% | 2.23% | -14.1% |
Q4 2017 | $33,944,000 | +9.7% | 178,859 | +3.4% | 2.60% | -6.7% |
Q3 2017 | $30,947,000 | -4.2% | 172,986 | -6.8% | 2.78% | +18.5% |
Q2 2017 | $32,288,000 | +0.3% | 185,619 | -1.2% | 2.35% | -13.1% |
Q1 2017 | $32,180,000 | +5.2% | 187,945 | +1.6% | 2.70% | -11.4% |
Q4 2016 | $30,575,000 | -42.2% | 184,924 | -46.9% | 3.05% | -72.3% |
Q3 2016 | $52,887,000 | +323.0% | 348,047 | +89.6% | 11.00% | -8.4% |
Q2 2016 | $12,504,000 | -2.4% | 183,563 | +106.6% | 12.01% | +18.4% |
Q1 2016 | $12,810,000 | – | 88,837 | – | 10.14% | – |
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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% |