ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,750 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $176,820 | +42.9% | 3,022 | +48.4% | 0.00% | +33.3% |
Q1 2024 | $123,730 | -57.4% | 2,037 | +94.6% | 0.00% | -57.1% |
Q4 2023 | $290,179 | +26.2% | 1,047 | +13.6% | 0.01% | +16.7% |
Q3 2023 | $229,875 | -27.3% | 922 | -23.7% | 0.01% | -25.0% |
Q2 2023 | $316,102 | +11.8% | 1,209 | +7.0% | 0.01% | 0.0% |
Q1 2023 | $282,631 | -4.0% | 1,130 | -7.1% | 0.01% | -11.1% |
Q4 2022 | $294,467 | -1.8% | 1,217 | -11.0% | 0.01% | 0.0% |
Q3 2022 | $300,000 | +80.7% | 1,367 | +86.5% | 0.01% | +80.0% |
Q2 2022 | $166,000 | -17.0% | 733 | -1.7% | 0.01% | 0.0% |
Q1 2022 | $200,000 | +15.6% | 746 | +21.9% | 0.01% | +25.0% |
Q4 2021 | $173,000 | +22.7% | 612 | +14.2% | 0.00% | 0.0% |
Q3 2021 | $141,000 | +12.8% | 536 | +15.0% | 0.00% | 0.0% |
Q2 2021 | $125,000 | +3.3% | 466 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $121,000 | +16.3% | 466 | -16.6% | 0.00% | 0.0% |
Q4 2020 | $104,000 | 0.0% | 559 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $104,000 | +5.1% | 559 | 0.0% | 0.00% | -20.0% |
Q2 2020 | $99,000 | +17.9% | 559 | -4.6% | 0.01% | 0.0% |
Q1 2020 | $84,000 | -43.2% | 586 | -18.4% | 0.01% | -28.6% |
Q4 2019 | $148,000 | +45.1% | 718 | +35.7% | 0.01% | +40.0% |
Q3 2019 | $102,000 | -38.6% | 529 | -38.3% | 0.01% | -44.4% |
Q2 2019 | $166,000 | +62.7% | 857 | +59.3% | 0.01% | +28.6% |
Q1 2019 | $102,000 | +1.0% | 538 | -11.2% | 0.01% | +16.7% |
Q4 2018 | $101,000 | -12.9% | 606 | +5.6% | 0.01% | 0.0% |
Q3 2018 | $116,000 | +13.7% | 574 | +10.0% | 0.01% | +20.0% |
Q2 2018 | $102,000 | -31.5% | 522 | -34.4% | 0.01% | -37.5% |
Q1 2018 | $149,000 | -40.6% | 796 | -39.9% | 0.01% | -46.7% |
Q4 2017 | $251,000 | +54.0% | 1,324 | +41.2% | 0.02% | +36.4% |
Q2 2017 | $163,000 | +150.8% | 938 | +146.8% | 0.01% | +120.0% |
Q1 2017 | $65,000 | +3.2% | 380 | 0.0% | 0.01% | -16.7% |
Q4 2016 | $63,000 | +6.8% | 380 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $59,000 | +1.7% | 380 | -2.6% | 0.01% | 0.0% |
Q2 2016 | $58,000 | +5.5% | 390 | +2.6% | 0.01% | -14.3% |
Q1 2016 | $55,000 | +3.8% | 380 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $53,000 | +1.9% | 380 | 0.0% | 0.01% | 0.0% |
Q3 2015 | $52,000 | -8.8% | 380 | 0.0% | 0.01% | -12.5% |
Q2 2015 | $57,000 | -1.7% | 380 | 0.0% | 0.01% | -11.1% |
Q1 2015 | $58,000 | +5.5% | 380 | 0.0% | 0.01% | 0.0% |
Q4 2014 | $55,000 | +5.8% | 380 | 0.0% | 0.01% | 0.0% |
Q3 2014 | $52,000 | -3.7% | 380 | 0.0% | 0.01% | -18.2% |
Q2 2014 | $54,000 | -22.9% | 380 | -25.5% | 0.01% | -31.2% |
Q1 2014 | $70,000 | +14.8% | 510 | +11.4% | 0.02% | 0.0% |
Q4 2013 | $61,000 | +24.5% | 458 | +15.1% | 0.02% | +6.7% |
Q3 2013 | $49,000 | +6.5% | 398 | 0.0% | 0.02% | -11.8% |
Q2 2013 | $46,000 | – | 398 | – | 0.02% | – |
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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% |