ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,775 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $4,000 | -20.0% | 18 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $5,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $5,000 | -66.7% | 18 | -67.9% | 0.00% | -70.0% |
Q3 2021 | $15,000 | 0.0% | 56 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $15,000 | 0.0% | 56 | 0.0% | 0.01% | -9.1% |
Q1 2021 | $15,000 | +15.4% | 56 | 0.0% | 0.01% | +10.0% |
Q4 2020 | $13,000 | +30.0% | 56 | 0.0% | 0.01% | +11.1% |
Q3 2020 | $10,000 | +233.3% | 56 | +211.1% | 0.01% | +200.0% |
Q2 2020 | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $3,000 | -25.0% | 18 | 0.0% | 0.00% | -25.0% |
Q4 2019 | $4,000 | +33.3% | 18 | 0.0% | 0.00% | +33.3% |
Q3 2019 | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $3,000 | -25.0% | 18 | 0.0% | 0.00% | -25.0% |
Q3 2018 | $4,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $4,000 | +33.3% | 18 | 0.0% | 0.00% | +33.3% |
Q1 2018 | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $3,000 | -25.0% | 18 | -10.0% | 0.00% | -25.0% |
Q3 2017 | $4,000 | +33.3% | 20 | 0.0% | 0.00% | +33.3% |
Q2 2017 | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $3,000 | -25.0% | 20 | -23.1% | 0.00% | -40.0% |
Q4 2016 | $4,000 | 0.0% | 26 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $4,000 | 0.0% | 26 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $4,000 | 0.0% | 26 | 0.0% | 0.01% | +25.0% |
Q1 2016 | $4,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $4,000 | 0.0% | 26 | 0.0% | 0.00% | +33.3% |
Q3 2015 | $4,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $4,000 | -89.5% | 26 | -89.6% | 0.00% | -88.9% |
Q1 2015 | $38,000 | +5.6% | 251 | 0.0% | 0.03% | -3.6% |
Q4 2014 | $36,000 | +5.9% | 251 | 0.0% | 0.03% | +7.7% |
Q3 2014 | $34,000 | -5.6% | 251 | 0.0% | 0.03% | -7.1% |
Q2 2014 | $36,000 | +2.9% | 251 | 0.0% | 0.03% | 0.0% |
Q1 2014 | $35,000 | -43.5% | 251 | -45.4% | 0.03% | -39.1% |
Q4 2013 | $62,000 | – | 460 | – | 0.05% | – |
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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% |