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 | $27,834,004 | +15.4% | 475,632 | +19.8% | 0.88% | +7.6% |
Q1 2024 | $24,118,290 | +14.3% | 397,074 | +408.8% | 0.81% | +3.4% |
Q4 2023 | $21,108,195 | +76.6% | 78,034 | +62.8% | 0.79% | +39.3% |
Q3 2023 | $11,955,499 | +64.7% | 47,947 | +72.7% | 0.56% | +49.9% |
Q2 2023 | $7,260,391 | +4.2% | 27,767 | -0.3% | 0.38% | -7.6% |
Q1 2023 | $6,969,260 | +6.9% | 27,859 | +3.4% | 0.41% | -8.3% |
Q4 2022 | $6,518,270 | +19.2% | 26,947 | +8.0% | 0.44% | +6.7% |
Q3 2022 | $5,470,000 | +1.1% | 24,945 | +4.4% | 0.42% | +0.5% |
Q2 2022 | $5,408,000 | -20.7% | 23,904 | -6.0% | 0.42% | -12.6% |
Q1 2022 | $6,821,000 | +1.5% | 25,420 | +7.1% | 0.48% | -1.0% |
Q4 2021 | $6,717,000 | +0.6% | 23,728 | -6.5% | 0.48% | -4.6% |
Q3 2021 | $6,679,000 | +1.8% | 25,389 | +4.0% | 0.50% | -3.3% |
Q2 2021 | $6,563,000 | +4.9% | 24,424 | +1.6% | 0.52% | -10.5% |
Q1 2021 | $6,256,000 | +12.4% | 24,034 | -0.8% | 0.58% | +11.5% |
Q4 2020 | $5,566,000 | +30.6% | 24,218 | +5.3% | 0.52% | +7.6% |
Q3 2020 | $4,262,000 | +12.1% | 23,000 | +7.6% | 0.48% | -5.7% |
Q2 2020 | $3,801,000 | -1.1% | 21,375 | -20.0% | 0.51% | -26.8% |
Q1 2020 | $3,844,000 | -30.9% | 26,723 | -1.2% | 0.70% | -7.6% |
Q4 2019 | $5,565,000 | +23.9% | 27,036 | +16.3% | 0.76% | +8.9% |
Q3 2019 | $4,490,000 | +0.7% | 23,237 | +1.2% | 0.70% | -2.7% |
Q2 2019 | $4,459,000 | +1.9% | 22,955 | -0.7% | 0.72% | -13.3% |
Q1 2019 | $4,378,000 | +9.0% | 23,113 | +4.6% | 0.83% | -3.2% |
Q4 2018 | $4,015,000 | -10.3% | 22,104 | -0.6% | 0.85% | -8.1% |
Q3 2018 | $4,474,000 | -10.2% | 22,229 | -13.0% | 0.93% | -17.8% |
Q2 2018 | $4,980,000 | +11.2% | 25,564 | +7.1% | 1.13% | -1.7% |
Q1 2018 | $4,479,000 | +541.7% | 23,880 | +549.4% | 1.15% | +401.7% |
Q4 2017 | $698,000 | +8.4% | 3,677 | +2.1% | 0.23% | -10.2% |
Q3 2017 | $644,000 | +7.0% | 3,602 | +4.0% | 0.26% | +9.4% |
Q2 2017 | $602,000 | +0.7% | 3,463 | -0.9% | 0.23% | 0.0% |
Q1 2017 | $598,000 | +4.7% | 3,493 | +1.2% | 0.23% | +2.2% |
Q4 2016 | $571,000 | +35.3% | 3,451 | +26.6% | 0.23% | +42.5% |
Q3 2016 | $422,000 | +24.5% | 2,726 | +20.1% | 0.16% | +16.8% |
Q2 2016 | $339,000 | +7.6% | 2,269 | +3.8% | 0.14% | +2.2% |
Q1 2016 | $315,000 | -26.6% | 2,186 | -29.0% | 0.13% | -24.3% |
Q4 2015 | $429,000 | +52.1% | 3,079 | +49.2% | 0.18% | +24.6% |
Q3 2015 | $282,000 | – | 2,063 | – | 0.14% | – |
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% |