ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 874 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.20 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $6,524,816 | -7.0% | 111,468 | -3.5% | 0.18% | -13.4% |
Q1 2024 | $7,017,375 | +10.9% | 115,506 | +405.9% | 0.21% | 0.0% |
Q4 2023 | $6,327,335 | -3.1% | 22,830 | -12.8% | 0.21% | -17.4% |
Q3 2023 | $6,532,685 | +17.6% | 26,180 | +23.3% | 0.25% | +18.8% |
Q2 2023 | $5,555,837 | +8.9% | 21,228 | +4.1% | 0.21% | +1.4% |
Q1 2023 | $5,103,789 | -2.0% | 20,383 | -5.3% | 0.21% | -19.5% |
Q4 2022 | $5,207,423 | +9.4% | 21,528 | -0.7% | 0.26% | +5.2% |
Q3 2022 | $4,759,000 | +33.6% | 21,681 | +37.9% | 0.25% | +36.3% |
Q2 2022 | $3,561,000 | -24.0% | 15,718 | -9.9% | 0.18% | -7.1% |
Q1 2022 | $4,688,000 | +2.5% | 17,451 | +8.1% | 0.20% | -1.0% |
Q4 2021 | $4,572,000 | +21.6% | 16,139 | +13.0% | 0.20% | +5.9% |
Q3 2021 | $3,759,000 | +1.8% | 14,279 | +3.9% | 0.19% | +1.1% |
Q2 2021 | $3,694,000 | +7.3% | 13,737 | +3.9% | 0.18% | -9.3% |
Q1 2021 | $3,444,000 | +97.9% | 13,219 | +74.9% | 0.20% | +70.0% |
Q4 2020 | $1,740,000 | +2251.4% | 7,556 | +1803.3% | 0.12% | +328.6% |
Q3 2020 | $74,000 | -90.9% | 397 | -91.3% | 0.03% | -61.1% |
Q2 2020 | $815,000 | +34.0% | 4,585 | +8.6% | 0.07% | +10.8% |
Q1 2020 | $608,000 | -36.0% | 4,223 | -8.5% | 0.06% | -11.0% |
Q4 2019 | $950,000 | 0.0% | 4,614 | -6.2% | 0.07% | -25.5% |
Q3 2019 | $950,000 | -5.3% | 4,917 | -4.4% | 0.10% | -13.3% |
Q2 2019 | $1,003,000 | -4.1% | 5,143 | -4.2% | 0.11% | -67.2% |
Q1 2019 | $1,046,000 | +39.1% | 5,370 | +19.0% | 0.34% | +126.3% |
Q4 2018 | $752,000 | -38.8% | 4,513 | -27.9% | 0.15% | -33.6% |
Q3 2018 | $1,229,000 | +0.2% | 6,263 | +0.1% | 0.23% | +38.0% |
Q2 2018 | $1,227,000 | +24.9% | 6,256 | +19.5% | 0.17% | +21.2% |
Q1 2018 | $982,000 | +27.5% | 5,237 | +30.3% | 0.14% | +16.1% |
Q4 2017 | $770,000 | +29.2% | 4,020 | +21.6% | 0.12% | +29.7% |
Q3 2017 | $596,000 | +54.4% | 3,307 | +48.3% | 0.09% | +46.8% |
Q2 2017 | $386,000 | +26.6% | 2,230 | +24.4% | 0.06% | +12.7% |
Q1 2017 | $305,000 | -6.7% | 1,793 | -8.7% | 0.06% | -14.1% |
Q4 2016 | $327,000 | -3.3% | 1,964 | -10.0% | 0.06% | -5.9% |
Q3 2016 | $338,000 | -0.3% | 2,183 | -3.8% | 0.07% | -2.9% |
Q2 2016 | $339,000 | -34.9% | 2,270 | -37.1% | 0.07% | -39.7% |
Q1 2016 | $521,000 | +2.2% | 3,611 | -1.3% | 0.12% | +3.6% |
Q4 2015 | $510,000 | -12.7% | 3,658 | -14.5% | 0.11% | -24.3% |
Q3 2015 | $584,000 | -0.7% | 4,277 | +9.1% | 0.15% | +5.7% |
Q2 2015 | $588,000 | +3.9% | 3,919 | +5.2% | 0.14% | +11.1% |
Q1 2015 | $566,000 | -14.6% | 3,725 | -18.6% | 0.13% | -23.6% |
Q4 2014 | $663,000 | -82.8% | 4,576 | -84.0% | 0.16% | -84.1% |
Q3 2014 | $3,855,000 | +14.3% | 28,553 | +21.1% | 1.04% | +13.9% |
Q2 2014 | $3,373,000 | +771.6% | 23,574 | +608.1% | 0.91% | +647.5% |
Q1 2014 | $387,000 | -93.4% | 3,329 | -92.4% | 0.12% | -93.8% |
Q4 2013 | $5,869,000 | +1.6% | 43,861 | -4.5% | 1.97% | -9.9% |
Q3 2013 | $5,774,000 | +267.1% | 45,910 | +241.4% | 2.19% | +200.8% |
Q2 2013 | $1,573,000 | – | 13,447 | – | 0.73% | – |
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% |