ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,381 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.23 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $83,495 | -16.8% | 1,426 | -13.6% | 0.02% | -20.8% |
Q1 2024 | $100,321 | +9.6% | 1,651 | +400.3% | 0.02% | +4.3% |
Q4 2023 | $91,544 | -10.5% | 330 | -19.5% | 0.02% | -20.7% |
Q3 2023 | $102,287 | -4.6% | 410 | 0.0% | 0.03% | -3.3% |
Q2 2023 | $107,261 | +4.5% | 410 | 0.0% | 0.03% | 0.0% |
Q1 2023 | $102,609 | +89125.2% | 410 | -13.7% | 0.03% | – |
Q4 2022 | $115 | -99.9% | 475 | 0.0% | 0.00% | – |
Q3 2022 | $104,000 | +15.6% | 475 | +19.0% | 0.00% | – |
Q2 2022 | $90,000 | +55.2% | 399 | +82.2% | 0.00% | – |
Q1 2022 | $58,000 | -6.5% | 219 | 0.0% | 0.00% | – |
Q4 2021 | $62,000 | +72.2% | 219 | +57.6% | 0.00% | – |
Q3 2021 | $36,000 | +16.1% | 139 | +17.8% | 0.00% | – |
Q2 2021 | $31,000 | +3.3% | 118 | 0.0% | 0.00% | – |
Q1 2021 | $30,000 | +11.1% | 118 | 0.0% | 0.00% | – |
Q4 2020 | $27,000 | +28.6% | 118 | 0.0% | 0.00% | – |
Q3 2020 | $21,000 | 0.0% | 118 | 0.0% | 0.00% | – |
Q2 2020 | $21,000 | -12.5% | 118 | -31.4% | 0.00% | – |
Q1 2020 | $24,000 | -38.5% | 172 | -15.3% | 0.00% | – |
Q2 2019 | $39,000 | -99.9% | 203 | +0.5% | 0.00% | -100.0% |
Q4 2018 | $33,653,000 | -31.5% | 202 | -19.8% | 0.01% | -29.4% |
Q2 2018 | $49,113,000 | +6.5% | 252 | +0.8% | 0.02% | -32.0% |
Q1 2018 | $46,095,000 | -5.5% | 250 | 0.0% | 0.02% | -3.8% |
Q4 2017 | $48,803,000 | +7.5% | 250 | 0.0% | 0.03% | -3.7% |
Q3 2017 | $45,381,000 | +4.1% | 250 | 0.0% | 0.03% | -3.6% |
Q2 2017 | $43,578,000 | +3.1% | 250 | -0.4% | 0.03% | +40.0% |
Q1 2017 | $42,280,000 | – | 251 | – | 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% |