ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,127 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $4,682,829 | -1.9% | 80,021 | +1.8% | 0.16% | +1.9% |
Q1 2024 | $4,772,828 | +15.4% | 78,578 | +426.7% | 0.16% | +4.6% |
Q4 2023 | $4,135,078 | +19.6% | 14,920 | +7.6% | 0.15% | +13.5% |
Q3 2023 | $3,456,989 | +3.2% | 13,864 | +8.3% | 0.13% | -0.7% |
Q2 2023 | $3,348,252 | +9.6% | 12,805 | +4.9% | 0.13% | +8.9% |
Q1 2023 | $3,053,953 | +58.9% | 12,208 | +53.7% | 0.12% | +57.7% |
Q4 2022 | $1,921,574 | +19.2% | 7,944 | +8.0% | 0.08% | +11.4% |
Q3 2022 | $1,612,000 | +0.6% | 7,354 | +3.8% | 0.07% | 0.0% |
Q2 2022 | $1,603,000 | -17.3% | 7,087 | -1.9% | 0.07% | -12.5% |
Q1 2022 | $1,938,000 | +7.7% | 7,221 | +13.6% | 0.08% | +3.9% |
Q4 2021 | $1,799,000 | +94.9% | 6,356 | +81.2% | 0.08% | +79.1% |
Q3 2021 | $923,000 | +8.8% | 3,507 | +11.2% | 0.04% | +10.3% |
Q2 2021 | $848,000 | +21.0% | 3,155 | +17.1% | 0.04% | +18.2% |
Q1 2021 | $701,000 | -4.5% | 2,694 | -15.7% | 0.03% | -15.4% |
Q4 2020 | $734,000 | +32.7% | 3,194 | +7.0% | 0.04% | +14.7% |
Q3 2020 | $553,000 | +121.2% | 2,984 | +112.4% | 0.03% | +126.7% |
Q2 2020 | $250,000 | -7.4% | 1,405 | -25.1% | 0.02% | -25.0% |
Q1 2020 | $270,000 | -30.1% | 1,875 | 0.0% | 0.02% | 0.0% |
Q4 2019 | $386,000 | +1.0% | 1,875 | -5.3% | 0.02% | 0.0% |
Q3 2019 | $382,000 | -0.3% | 1,979 | +0.5% | 0.02% | -4.8% |
Q2 2019 | $383,000 | +2.7% | 1,970 | 0.0% | 0.02% | +5.0% |
Q1 2019 | $373,000 | +14.1% | 1,970 | 0.0% | 0.02% | +11.1% |
Q4 2018 | $327,000 | -11.9% | 1,970 | +7.0% | 0.02% | +5.9% |
Q3 2018 | $371,000 | -0.8% | 1,841 | -4.2% | 0.02% | -5.6% |
Q2 2018 | $374,000 | +3.9% | 1,921 | 0.0% | 0.02% | -5.3% |
Q1 2018 | $360,000 | +2.0% | 1,921 | +3.2% | 0.02% | +5.6% |
Q4 2017 | $353,000 | +6.0% | 1,861 | 0.0% | 0.02% | -14.3% |
Q3 2017 | $333,000 | +2.8% | 1,861 | 0.0% | 0.02% | -4.5% |
Q2 2017 | $324,000 | +1.6% | 1,861 | 0.0% | 0.02% | +10.0% |
Q1 2017 | $319,000 | +3.6% | 1,861 | 0.0% | 0.02% | +5.3% |
Q4 2016 | $308,000 | +2.7% | 1,861 | -3.9% | 0.02% | -13.6% |
Q3 2016 | $300,000 | -6.8% | 1,936 | -10.1% | 0.02% | 0.0% |
Q2 2016 | $322,000 | +25.8% | 2,153 | +21.4% | 0.02% | +37.5% |
Q1 2016 | $256,000 | +3.6% | 1,773 | 0.0% | 0.02% | +6.7% |
Q4 2015 | $247,000 | +2.1% | 1,773 | 0.0% | 0.02% | +7.1% |
Q3 2015 | $242,000 | +1.3% | 1,773 | +11.3% | 0.01% | 0.0% |
Q2 2015 | $239,000 | -1.2% | 1,593 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $242,000 | -1.2% | 1,593 | -5.9% | 0.01% | -6.7% |
Q4 2014 | $245,000 | -6.8% | 1,693 | -12.0% | 0.02% | 0.0% |
Q3 2014 | $263,000 | -4.4% | 1,923 | 0.0% | 0.02% | -11.8% |
Q2 2014 | $275,000 | +4.2% | 1,923 | 0.0% | 0.02% | +13.3% |
Q1 2014 | $264,000 | +2.7% | 1,923 | 0.0% | 0.02% | 0.0% |
Q4 2013 | $257,000 | +2.8% | 1,923 | -4.5% | 0.02% | -6.2% |
Q3 2013 | $250,000 | +7.3% | 2,013 | 0.0% | 0.02% | +6.7% |
Q2 2013 | $233,000 | – | 2,013 | – | 0.02% | – |
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% |