ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,134 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.17 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $282 | -3.8% | 4,825 | 0.0% | 0.02% | -8.0% |
| Q1 2024 | $293 | +9.7% | 4,825 | +400.0% | 0.02% | -3.8% |
| Q4 2023 | $267 | +10.8% | 965 | 0.0% | 0.03% | +8.3% |
| Q3 2023 | $241 | -4.4% | 965 | 0.0% | 0.02% | -7.7% |
| Q2 2023 | $252 | -91.7% | 965 | -92.0% | 0.03% | -91.9% |
| Q1 2023 | $3,020 | +3.4% | 12,072 | 0.0% | 0.32% | -5.0% |
| Q4 2022 | $2,920 | -99.9% | 12,072 | 0.0% | 0.34% | +3.1% |
| Q3 2022 | $2,647,000 | -3.1% | 12,072 | 0.0% | 0.33% | +0.3% |
| Q2 2022 | $2,731,000 | -15.7% | 12,072 | 0.0% | 0.33% | -2.4% |
| Q1 2022 | $3,239,000 | -5.2% | 12,072 | 0.0% | 0.33% | -2.3% |
| Q4 2021 | $3,417,000 | +1245.3% | 12,072 | +1151.0% | 0.34% | +1166.7% |
| Q3 2021 | $254,000 | -1.9% | 965 | 0.0% | 0.03% | -3.6% |
| Q2 2021 | $259,000 | +3.2% | 965 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $251,000 | +13.1% | 965 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $222,000 | +24.0% | 965 | 0.0% | 0.03% | +12.0% |
| Q3 2020 | $179,000 | +4.1% | 965 | 0.0% | 0.02% | -7.4% |
| Q2 2020 | $172,000 | +23.7% | 965 | 0.0% | 0.03% | +3.8% |
| Q1 2020 | $139,000 | -30.2% | 965 | 0.0% | 0.03% | -3.7% |
| Q4 2019 | $199,000 | +7.0% | 965 | 0.0% | 0.03% | +3.8% |
| Q3 2019 | $186,000 | -0.5% | 965 | 0.0% | 0.03% | -3.7% |
| Q2 2019 | $187,000 | +2.2% | 965 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $183,000 | +14.4% | 965 | 0.0% | 0.03% | +12.5% |
| Q4 2018 | $160,000 | -52.1% | 965 | -41.9% | 0.02% | -50.0% |
| Q3 2018 | $334,000 | -0.3% | 1,660 | -3.5% | 0.05% | +6.7% |
| Q2 2018 | $335,000 | – | 1,720 | – | 0.04% | – |
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% |