ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,283 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $323,000 | -5.3% | 1,203 | 0.0% | 0.12% | +2.6% |
Q4 2021 | $341,000 | +12.5% | 1,203 | +4.3% | 0.11% | +1.8% |
Q3 2021 | $303,000 | -2.3% | 1,153 | -28.1% | 0.11% | -26.3% |
Q3 2019 | $310,000 | +6.2% | 1,603 | +6.7% | 0.15% | +0.7% |
Q2 2019 | $292,000 | +2.5% | 1,503 | 0.0% | 0.15% | -0.7% |
Q1 2019 | $285,000 | -25.8% | 1,503 | -35.0% | 0.15% | -35.3% |
Q4 2018 | $384,000 | -18.6% | 2,313 | -1.3% | 0.24% | +0.9% |
Q3 2018 | $472,000 | +10.8% | 2,343 | +7.1% | 0.23% | +2.2% |
Q2 2018 | $426,000 | +47.9% | 2,188 | +42.5% | 0.23% | +47.1% |
Q1 2018 | $288,000 | +5.5% | 1,535 | +7.0% | 0.16% | +12.3% |
Q4 2017 | $273,000 | +279.2% | 1,435 | +258.8% | 0.14% | +263.2% |
Q3 2017 | $72,000 | +2.9% | 400 | 0.0% | 0.04% | -2.6% |
Q2 2017 | $70,000 | +2.9% | 400 | 0.0% | 0.04% | 0.0% |
Q1 2017 | $68,000 | -48.5% | 400 | -50.0% | 0.04% | -51.9% |
Q4 2016 | $132,000 | +6.5% | 800 | 0.0% | 0.08% | +3.8% |
Q3 2016 | $124,000 | +3.3% | 800 | 0.0% | 0.08% | 0.0% |
Q2 2016 | $120,000 | +4.3% | 800 | 0.0% | 0.08% | 0.0% |
Q1 2016 | $115,000 | +3.6% | 800 | 0.0% | 0.08% | +5.4% |
Q4 2015 | $111,000 | +1.8% | 800 | 0.0% | 0.07% | -8.6% |
Q3 2015 | $109,000 | -9.2% | 800 | 0.0% | 0.08% | -1.2% |
Q2 2015 | $120,000 | -1.6% | 800 | 0.0% | 0.08% | -4.7% |
Q1 2015 | $122,000 | +5.2% | 800 | 0.0% | 0.09% | +1.2% |
Q4 2014 | $116,000 | -32.6% | 800 | -36.5% | 0.08% | -33.6% |
Q3 2014 | $172,000 | -8.5% | 1,259 | -4.2% | 0.13% | -5.9% |
Q2 2014 | $188,000 | +3.9% | 1,314 | 0.0% | 0.14% | -9.3% |
Q1 2014 | $181,000 | +2.8% | 1,314 | 0.0% | 0.15% | +3.4% |
Q4 2013 | $176,000 | – | 1,314 | – | 0.14% | – |
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% |