ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,125 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $53,888 | +1.4% | 920,855 | +5.2% | 0.25% | -1.6% |
Q1 2024 | $53,152 | -4.2% | 875,082 | +336.9% | 0.26% | -13.4% |
Q4 2023 | $55,511 | -52.6% | 200,292 | -57.3% | 0.30% | -58.4% |
Q3 2023 | $117,006 | +406.2% | 469,245 | +430.8% | 0.72% | +401.4% |
Q2 2023 | $23,115 | +4.4% | 88,402 | -0.2% | 0.14% | -4.7% |
Q1 2023 | $22,148 | +17.9% | 88,537 | +14.0% | 0.15% | +8.7% |
Q4 2022 | $18,786 | -99.9% | 77,665 | -0.5% | 0.14% | +1.5% |
Q3 2022 | $17,116,000 | -13.0% | 78,063 | -10.2% | 0.14% | -10.5% |
Q2 2022 | $19,666,000 | -25.4% | 86,930 | -11.6% | 0.15% | -18.7% |
Q1 2022 | $26,378,000 | -11.1% | 98,300 | -6.2% | 0.19% | -10.5% |
Q4 2021 | $29,663,000 | +8.1% | 104,787 | +2.6% | 0.21% | -4.6% |
Q2 2021 | $27,453,000 | 0.0% | 102,158 | 0.0% | 0.22% | 0.0% |
Q1 2021 | $27,453,000 | 0.0% | 102,158 | 0.0% | 0.22% | 0.0% |
Q4 2020 | $27,453,000 | 0.0% | 102,158 | 0.0% | 0.22% | 0.0% |
Q3 2020 | $27,453,000 | 0.0% | 102,158 | 0.0% | 0.22% | 0.0% |
Q2 2020 | $27,453,000 | 0.0% | 102,158 | 0.0% | 0.22% | 0.0% |
Q1 2020 | $27,453,000 | 0.0% | 102,158 | 0.0% | 0.22% | 0.0% |
Q4 2019 | $27,453,000 | 0.0% | 102,158 | 0.0% | 0.22% | 0.0% |
Q3 2019 | $27,453,000 | 0.0% | 102,158 | 0.0% | 0.22% | 0.0% |
Q2 2019 | $27,453,000 | 0.0% | 102,158 | 0.0% | 0.22% | 0.0% |
Q1 2019 | $27,453,000 | -16.1% | 102,158 | -48.1% | 0.22% | -73.2% |
Q4 2018 | $32,714,000 | -22.7% | 197,004 | -6.3% | 0.82% | -24.4% |
Q3 2018 | $42,315,000 | +20.9% | 210,219 | +17.0% | 1.08% | -6.2% |
Q2 2018 | $34,996,000 | +21.8% | 179,668 | +17.3% | 1.15% | +0.9% |
Q1 2018 | $28,723,000 | +28.2% | 153,134 | +29.7% | 1.14% | +14.7% |
Q4 2017 | $22,403,000 | +32.2% | 118,046 | +24.6% | 1.00% | +24.2% |
Q3 2017 | $16,951,000 | +22.1% | 94,752 | +18.7% | 0.80% | +12.5% |
Q2 2017 | $13,887,000 | -31.6% | 79,831 | -32.7% | 0.71% | -38.0% |
Q1 2017 | $20,299,000 | +16.4% | 118,555 | +12.4% | 1.15% | +7.4% |
Q4 2016 | $17,437,000 | +72.2% | 105,461 | +61.1% | 1.07% | +52.9% |
Q3 2016 | $10,126,000 | +38.3% | 65,450 | +33.5% | 0.70% | +30.9% |
Q2 2016 | $7,321,000 | +60.7% | 49,009 | +55.1% | 0.53% | +33.5% |
Q1 2016 | $4,556,000 | +65.3% | 31,598 | +59.7% | 0.40% | +48.7% |
Q4 2015 | $2,757,000 | -20.2% | 19,787 | -21.7% | 0.27% | -22.7% |
Q3 2015 | $3,453,000 | +10.9% | 25,276 | +21.8% | 0.35% | +16.4% |
Q2 2015 | $3,113,000 | +6.2% | 20,755 | +7.6% | 0.30% | +0.7% |
Q1 2015 | $2,931,000 | +356.5% | 19,285 | +334.7% | 0.30% | +280.8% |
Q4 2014 | $642,000 | +0.6% | 4,436 | -4.9% | 0.08% | -16.1% |
Q3 2014 | $638,000 | -31.4% | 4,666 | -28.2% | 0.09% | -44.0% |
Q2 2014 | $930,000 | +12.0% | 6,497 | +7.6% | 0.17% | +46.9% |
Q1 2014 | $830,000 | -68.1% | 6,040 | -69.0% | 0.11% | -72.2% |
Q4 2013 | $2,604,000 | -30.5% | 19,459 | -35.6% | 0.41% | -58.7% |
Q3 2013 | $3,748,000 | – | 30,193 | – | 0.98% | – |
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% |