ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,127 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,579,230 | -5.8% | 26,986 | -2.2% | 0.14% | -8.7% |
Q1 2024 | $1,676,172 | +6.6% | 27,596 | +386.2% | 0.15% | 0.0% |
Q4 2023 | $1,573,007 | +15.1% | 5,676 | +3.6% | 0.15% | +2.1% |
Q3 2023 | $1,366,104 | -7.6% | 5,479 | -3.1% | 0.15% | -21.9% |
Q2 2023 | $1,479,010 | +6.0% | 5,656 | +1.4% | 0.19% | +23.8% |
Q1 2023 | $1,395,437 | -2.1% | 5,578 | -5.3% | 0.15% | -6.2% |
Q4 2022 | $1,425,350 | +13.5% | 5,893 | +2.9% | 0.16% | +15.8% |
Q3 2022 | $1,256,000 | -3.7% | 5,727 | -0.7% | 0.14% | +1.5% |
Q2 2022 | $1,304,000 | -1.1% | 5,766 | +17.3% | 0.14% | +10.5% |
Q1 2022 | $1,319,000 | -9.0% | 4,916 | -4.0% | 0.12% | -6.8% |
Q4 2021 | $1,450,000 | +1.3% | 5,121 | -5.9% | 0.13% | -0.7% |
Q3 2021 | $1,432,000 | -13.4% | 5,442 | -11.6% | 0.13% | -13.5% |
Q2 2021 | $1,654,000 | +9.6% | 6,154 | +6.1% | 0.16% | -1.3% |
Q1 2021 | $1,509,000 | +14.8% | 5,798 | +1.4% | 0.16% | +4.7% |
Q4 2020 | $1,315,000 | -24.6% | 5,720 | -39.2% | 0.15% | -37.0% |
Q3 2020 | $1,744,000 | +0.3% | 9,411 | -3.7% | 0.24% | -7.0% |
Q2 2020 | $1,738,000 | +14.3% | 9,774 | -7.5% | 0.26% | -3.8% |
Q1 2020 | $1,520,000 | -30.1% | 10,566 | +0.1% | 0.27% | -27.3% |
Q4 2019 | $2,173,000 | +11.8% | 10,558 | +4.9% | 0.37% | +4.0% |
Q3 2019 | $1,944,000 | +4.2% | 10,062 | +4.8% | 0.35% | +1.4% |
Q2 2019 | $1,865,000 | +0.1% | 9,598 | -2.4% | 0.35% | -4.7% |
Q1 2019 | $1,864,000 | +18.7% | 9,839 | +4.1% | 0.36% | +1.4% |
Q4 2018 | $1,570,000 | -15.4% | 9,452 | +2.5% | 0.36% | -14.9% |
Q3 2018 | $1,855,000 | +5.3% | 9,217 | +1.9% | 0.42% | -10.8% |
Q2 2018 | $1,761,000 | +6.7% | 9,043 | +2.8% | 0.47% | -0.6% |
Q1 2018 | $1,650,000 | -0.4% | 8,797 | +0.8% | 0.48% | +9.4% |
Q4 2017 | $1,656,000 | +6.4% | 8,726 | +0.2% | 0.44% | +0.2% |
Q3 2017 | $1,557,000 | +1.7% | 8,706 | -1.1% | 0.43% | -4.8% |
Q2 2017 | $1,531,000 | -0.8% | 8,802 | -2.3% | 0.46% | -4.4% |
Q1 2017 | $1,543,000 | +47.7% | 9,012 | +42.6% | 0.48% | +53.9% |
Q4 2016 | $1,045,000 | +13.8% | 6,320 | +6.5% | 0.31% | +3.0% |
Q3 2016 | $918,000 | +58.5% | 5,933 | +53.0% | 0.30% | +40.7% |
Q2 2016 | $579,000 | +36.2% | 3,878 | +31.5% | 0.21% | -1.8% |
Q1 2016 | $425,000 | -26.0% | 2,948 | -28.5% | 0.22% | -24.0% |
Q4 2015 | $574,000 | +177.3% | 4,122 | +198.5% | 0.29% | +176.0% |
Q2 2015 | $207,000 | – | 1,381 | – | 0.10% | – |
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% |