ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 710 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.27 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $3,070,000 | +7.5% | 11,670 | +9.8% | 0.07% | +3.0% |
Q2 2021 | $2,857,000 | +3.3% | 10,632 | +0.0% | 0.07% | -6.9% |
Q1 2021 | $2,767,000 | +36.4% | 10,630 | +20.4% | 0.07% | +24.1% |
Q4 2020 | $2,029,000 | +10.3% | 8,830 | -11.0% | 0.06% | -7.9% |
Q3 2020 | $1,839,000 | -7.9% | 9,925 | -11.6% | 0.06% | -21.2% |
Q2 2020 | $1,997,000 | +80.1% | 11,228 | +45.6% | 0.08% | +27.0% |
Q1 2020 | $1,109,000 | -46.5% | 7,710 | -23.5% | 0.06% | -34.4% |
Q4 2019 | $2,074,000 | +5.6% | 10,075 | -0.9% | 0.10% | -5.0% |
Q3 2019 | $1,964,000 | +14.8% | 10,164 | +15.4% | 0.10% | +11.0% |
Q2 2019 | $1,711,000 | +0.8% | 8,807 | -1.8% | 0.09% | +3.4% |
Q1 2019 | $1,698,000 | +28.8% | 8,964 | +13.0% | 0.09% | +12.8% |
Q4 2018 | $1,318,000 | +40.2% | 7,935 | +70.0% | 0.08% | +36.8% |
Q3 2018 | $940,000 | +13.7% | 4,668 | +9.9% | 0.06% | -5.0% |
Q2 2018 | $827,000 | +12.4% | 4,248 | +8.2% | 0.06% | +17.6% |
Q1 2018 | $736,000 | +4.2% | 3,925 | +5.6% | 0.05% | +6.2% |
Q4 2017 | $706,000 | +148.6% | 3,718 | +134.4% | 0.05% | +118.2% |
Q3 2017 | $284,000 | +7.6% | 1,586 | +4.4% | 0.02% | -4.3% |
Q2 2017 | $264,000 | -3.6% | 1,519 | -5.0% | 0.02% | -4.2% |
Q1 2017 | $274,000 | +7.0% | 1,599 | +3.3% | 0.02% | +4.3% |
Q4 2016 | $256,000 | +17.4% | 1,548 | -3.2% | 0.02% | 0.0% |
Q3 2015 | $218,000 | -19.3% | 1,599 | -11.1% | 0.02% | -11.5% |
Q2 2015 | $270,000 | +11.1% | 1,799 | +12.5% | 0.03% | +8.3% |
Q1 2015 | $243,000 | +4.7% | 1,599 | 0.0% | 0.02% | +4.3% |
Q4 2014 | $232,000 | -5.7% | 1,599 | -11.0% | 0.02% | -8.0% |
Q3 2014 | $246,000 | +1.7% | 1,796 | +6.2% | 0.02% | -7.4% |
Q2 2014 | $242,000 | +4.3% | 1,691 | +0.3% | 0.03% | -10.0% |
Q1 2014 | $232,000 | -7.6% | 1,686 | -10.1% | 0.03% | -14.3% |
Q4 2013 | $251,000 | – | 1,875 | – | 0.04% | – |
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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% |