ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 529 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,543,122 | +13.1% | 18,220 | +18.7% | 0.35% | +13.4% |
Q2 2023 | $4,015,312 | +16.3% | 15,356 | +11.3% | 0.30% | +19.6% |
Q1 2023 | $3,451,471 | -0.1% | 13,797 | +1.2% | 0.26% | -1.2% |
Q4 2022 | $3,456,473 | +15.1% | 13,635 | +2.2% | 0.26% | +3.2% |
Q3 2022 | $3,004,000 | -26.4% | 13,337 | -14.7% | 0.25% | -8.4% |
Q1 2022 | $4,083,000 | +0.6% | 15,641 | +4.0% | 0.27% | +12.3% |
Q3 2021 | $4,057,000 | +4.1% | 15,041 | +2.8% | 0.24% | -2.8% |
Q1 2021 | $3,896,000 | +5.8% | 14,638 | -4.2% | 0.25% | -9.1% |
Q4 2020 | $3,681,000 | +49.8% | 15,279 | +20.5% | 0.28% | +19.0% |
Q3 2020 | $2,458,000 | +34.2% | 12,680 | +22.2% | 0.23% | +59.3% |
Q2 2020 | $1,832,000 | +38.0% | 10,380 | +12.5% | 0.14% | +0.7% |
Q1 2020 | $1,328,000 | -2.5% | 9,229 | +42.0% | 0.14% | +58.2% |
Q4 2019 | $1,362,000 | +83.6% | 6,500 | +45.4% | 0.09% | +30.0% |
Q4 2018 | $742,000 | -2.6% | 4,470 | +18.1% | 0.07% | +32.1% |
Q3 2018 | $762,000 | +117.7% | 3,786 | +102.7% | 0.05% | +76.7% |
Q2 2018 | $350,000 | -8.6% | 1,868 | -8.5% | 0.03% | -3.2% |
Q1 2018 | $383,000 | -16.2% | 2,041 | -15.3% | 0.03% | -18.4% |
Q4 2017 | $457,000 | -56.8% | 2,409 | -59.2% | 0.04% | -59.1% |
Q3 2017 | $1,058,000 | +15.1% | 5,911 | +11.9% | 0.09% | -11.4% |
Q2 2017 | $919,000 | -92.9% | 5,282 | -94.2% | 0.10% | -96.4% |
Q2 2014 | $12,962,000 | +3.4% | 90,591 | -0.6% | 2.89% | -1.6% |
Q1 2014 | $12,532,000 | +5.0% | 91,164 | +2.2% | 2.93% | -0.1% |
Q4 2013 | $11,932,000 | -70.1% | 89,172 | +25747.0% | 2.94% | +18243.8% |
Q2 2013 | $39,848,000 | – | 345 | – | 0.02% | – |
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% |