ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 946 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.20 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,950,062 | -7.5% | 33,323 | -4.0% | 0.87% | -8.0% |
| Q1 2024 | $2,108,589 | +14.9% | 34,715 | +424.1% | 0.94% | +5.8% |
| Q4 2023 | $1,835,842 | +19.2% | 6,624 | +7.2% | 0.89% | +8.1% |
| Q3 2023 | $1,540,734 | -4.3% | 6,179 | +0.4% | 0.82% | +0.5% |
| Q2 2023 | $1,609,932 | +7.2% | 6,157 | +2.5% | 0.82% | -0.1% |
| Q1 2023 | $1,502,211 | +2.0% | 6,005 | -1.4% | 0.82% | -4.9% |
| Q4 2022 | $1,473,110 | +10.6% | 6,090 | +0.2% | 0.86% | 0.0% |
| Q3 2022 | $1,332,000 | -18.7% | 6,076 | -16.1% | 0.86% | -1.3% |
| Q2 2022 | $1,638,000 | -16.3% | 7,240 | -0.7% | 0.87% | -3.3% |
| Q1 2022 | $1,956,000 | -8.0% | 7,290 | -2.9% | 0.90% | +0.7% |
| Q4 2021 | $2,125,000 | +27.1% | 7,506 | +18.1% | 0.90% | +13.0% |
| Q3 2021 | $1,672,000 | -7.5% | 6,355 | -5.5% | 0.80% | -5.9% |
| Q2 2021 | $1,807,000 | +2.6% | 6,722 | -0.6% | 0.84% | -3.8% |
| Q1 2021 | $1,761,000 | +17.6% | 6,765 | +3.8% | 0.88% | +10.3% |
| Q4 2020 | $1,498,000 | +27.6% | 6,516 | +2.8% | 0.80% | +9.3% |
| Q3 2020 | $1,174,000 | +7.5% | 6,336 | +3.2% | 0.73% | -2.3% |
| Q2 2020 | $1,092,000 | +129.4% | 6,140 | +85.8% | 0.74% | +80.4% |
| Q1 2020 | $476,000 | -30.3% | 3,305 | -0.4% | 0.41% | -11.4% |
| Q4 2019 | $683,000 | +9.8% | 3,318 | +3.1% | 0.47% | +3.1% |
| Q3 2019 | $622,000 | +0.3% | 3,217 | +0.8% | 0.45% | +0.4% |
| Q2 2019 | $620,000 | +2.8% | 3,191 | +0.3% | 0.45% | -2.0% |
| Q1 2019 | $603,000 | +19.6% | 3,183 | +5.0% | 0.46% | +1.8% |
| Q4 2018 | $504,000 | +9.1% | 3,032 | +32.1% | 0.45% | +28.5% |
| Q3 2018 | $462,000 | -2.7% | 2,295 | -5.8% | 0.35% | -7.6% |
| Q2 2018 | $475,000 | -1.0% | 2,436 | -4.8% | 0.38% | -1.6% |
| Q1 2018 | $480,000 | -1.8% | 2,558 | -0.7% | 0.39% | -1.0% |
| Q4 2017 | $489,000 | +22.2% | 2,577 | +15.3% | 0.39% | +15.4% |
| Q3 2017 | $400,000 | +6.4% | 2,236 | +3.5% | 0.34% | +0.3% |
| Q2 2017 | $376,000 | +2.7% | 2,160 | +1.2% | 0.34% | -0.6% |
| Q1 2017 | $366,000 | -1.3% | 2,135 | -4.9% | 0.34% | -6.6% |
| Q4 2016 | $371,000 | +9.8% | 2,244 | +2.6% | 0.36% | +17.1% |
| Q3 2016 | $338,000 | +1.8% | 2,187 | -1.4% | 0.31% | -0.3% |
| Q2 2016 | $332,000 | +0.6% | 2,219 | -2.9% | 0.31% | -4.6% |
| Q1 2016 | $330,000 | +20.9% | 2,286 | +16.7% | 0.33% | +17.7% |
| Q4 2015 | $273,000 | -3.9% | 1,959 | -5.7% | 0.28% | -10.9% |
| Q3 2015 | $284,000 | -8.1% | 2,078 | +0.9% | 0.31% | -1.9% |
| Q2 2015 | $309,000 | -1.9% | 2,060 | -0.7% | 0.32% | -3.1% |
| Q1 2015 | $315,000 | -4.5% | 2,074 | -8.9% | 0.33% | -7.9% |
| Q4 2014 | $330,000 | -0.6% | 2,277 | -6.1% | 0.36% | -4.1% |
| Q3 2014 | $332,000 | -5.4% | 2,425 | -1.2% | 0.37% | -4.9% |
| Q2 2014 | $351,000 | +3.5% | 2,454 | -0.6% | 0.39% | +2.4% |
| Q1 2014 | $339,000 | +0.3% | 2,469 | -2.1% | 0.38% | -5.0% |
| Q4 2013 | $338,000 | – | 2,523 | – | 0.40% | – |
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% |