ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,381 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $786,692 | +0.3% | 13,443 | +0.4% | 0.09% | +4.7% |
Q1 2024 | $784,017 | +7.1% | 13,395 | +407.2% | 0.08% | -3.4% |
Q4 2023 | $731,985 | +4.3% | 2,641 | -6.1% | 0.09% | -4.3% |
Q3 2023 | $701,528 | +1.1% | 2,813 | +6.0% | 0.09% | +4.5% |
Q2 2023 | $693,818 | +1.7% | 2,653 | -2.7% | 0.09% | -3.3% |
Q1 2023 | $682,487 | +3.2% | 2,728 | -0.2% | 0.09% | -8.1% |
Q4 2022 | $661,235 | +79.7% | 2,734 | +62.9% | 0.10% | +57.1% |
Q3 2022 | $368,000 | -4.7% | 1,678 | -1.5% | 0.06% | 0.0% |
Q2 2022 | $386,000 | -22.2% | 1,704 | -7.7% | 0.06% | -27.6% |
Q1 2022 | $496,000 | -15.8% | 1,847 | -11.2% | 0.09% | -17.9% |
Q4 2021 | $589,000 | +7.7% | 2,081 | 0.0% | 0.11% | -7.0% |
Q3 2021 | $547,000 | -2.1% | 2,081 | +0.0% | 0.11% | -7.3% |
Q2 2021 | $559,000 | -12.0% | 2,080 | -14.7% | 0.12% | -23.1% |
Q1 2021 | $635,000 | +56.4% | 2,439 | +11.4% | 0.16% | +9.6% |
Q3 2020 | $406,000 | +14.7% | 2,190 | -11.0% | 0.15% | -15.1% |
Q1 2020 | $354,000 | -40.2% | 2,462 | -14.3% | 0.17% | -26.5% |
Q4 2019 | $592,000 | -3.6% | 2,874 | -6.8% | 0.23% | -7.9% |
Q3 2019 | $614,000 | -5.1% | 3,084 | -5.6% | 0.25% | -9.6% |
Q2 2019 | $647,000 | +63.8% | 3,266 | +56.4% | 0.28% | +54.4% |
Q1 2019 | $395,000 | +5.6% | 2,088 | -7.3% | 0.18% | -2.7% |
Q4 2018 | $374,000 | +25.5% | 2,253 | +40.5% | 0.19% | +40.6% |
Q3 2018 | $298,000 | -4.5% | 1,603 | 0.0% | 0.13% | -3.6% |
Q2 2018 | $312,000 | -42.1% | 1,603 | -44.2% | 0.14% | -38.7% |
Q1 2018 | $539,000 | +17.7% | 2,872 | +19.1% | 0.22% | +48.0% |
Q4 2017 | $458,000 | +10.4% | 2,412 | +4.1% | 0.15% | +6.3% |
Q3 2017 | $415,000 | +2.2% | 2,317 | -0.8% | 0.14% | 0.0% |
Q2 2017 | $406,000 | +9.4% | 2,335 | +7.8% | 0.14% | +5.1% |
Q1 2017 | $371,000 | -73.1% | 2,167 | -74.1% | 0.14% | -65.5% |
Q4 2016 | $1,381,000 | – | 8,351 | – | 0.39% | – |
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% |