ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,626 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $37,251,065 | -1.1% | 636,553 | +2.7% | 4.38% | -5.7% |
Q1 2024 | $37,654,175 | +12.3% | 619,924 | +412.5% | 4.64% | +2.8% |
Q4 2023 | $33,526,070 | +16.0% | 120,967 | +4.3% | 4.52% | +3.1% |
Q3 2023 | $28,909,155 | +13.6% | 115,938 | +19.1% | 4.38% | +17.7% |
Q2 2023 | $25,455,093 | +183.8% | 97,350 | +171.5% | 3.72% | +160.8% |
Q1 2023 | $8,968,236 | +1467.7% | 35,850 | +1415.9% | 1.43% | +1327.0% |
Q4 2022 | $572,070 | +10.2% | 2,365 | 0.0% | 0.10% | +1.0% |
Q3 2022 | $519,000 | -3.0% | 2,365 | 0.0% | 0.10% | +1.0% |
Q2 2022 | $535,000 | -14.8% | 2,365 | +1.0% | 0.10% | 0.0% |
Q1 2022 | $628,000 | -12.7% | 2,341 | -7.9% | 0.10% | -7.5% |
Q4 2021 | $719,000 | +2.1% | 2,541 | -5.1% | 0.11% | -7.8% |
Q3 2021 | $704,000 | -3.3% | 2,677 | -1.2% | 0.12% | -3.4% |
Q2 2021 | $728,000 | +3.6% | 2,710 | +0.3% | 0.12% | -5.6% |
Q1 2021 | $703,000 | -1.5% | 2,701 | -13.0% | 0.13% | -7.4% |
Q4 2020 | $714,000 | +33.7% | 3,106 | +7.8% | 0.14% | +15.3% |
Q3 2020 | $534,000 | +4.3% | 2,881 | 0.0% | 0.12% | -7.8% |
Q2 2020 | $512,000 | +0.2% | 2,881 | -18.9% | 0.13% | -18.5% |
Q1 2020 | $511,000 | -18.8% | 3,551 | +16.1% | 0.16% | +1.3% |
Q4 2019 | $629,000 | +133.8% | 3,058 | +119.8% | 0.16% | +106.7% |
Q3 2019 | $269,000 | – | 1,391 | – | 0.08% | – |
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% |