ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,849 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,286,649 | -10.0% | 124,515 | -6.5% | 0.31% | -16.8% |
| Q1 2024 | $8,092,042 | +4.4% | 133,224 | +376.3% | 0.38% | -20.0% |
| Q4 2023 | $7,751,794 | -35.9% | 27,969 | -42.3% | 0.47% | -42.5% |
| Q3 2023 | $12,090,610 | -5.8% | 48,488 | -1.2% | 0.82% | -2.0% |
| Q2 2023 | $12,831,816 | +8.3% | 49,073 | +3.6% | 0.84% | +2.7% |
| Q1 2023 | $11,852,665 | +13.8% | 47,380 | +10.1% | 0.81% | +3.4% |
| Q4 2022 | $10,411,745 | +14.8% | 43,043 | +4.1% | 0.79% | +4.8% |
| Q3 2022 | $9,068,000 | +1.2% | 41,358 | +4.5% | 0.75% | -17.0% |
| Q2 2022 | $8,957,000 | -15.7% | 39,594 | +0.0% | 0.90% | -1.3% |
| Q1 2022 | $10,624,000 | +1.0% | 39,592 | +6.6% | 0.92% | +5.4% |
| Q4 2021 | $10,518,000 | +9.7% | 37,158 | +2.0% | 0.87% | +9.9% |
| Q3 2021 | $9,584,000 | -0.5% | 36,431 | +2.5% | 0.79% | -18.4% |
| Q2 2021 | $9,637,000 | +4.1% | 35,550 | -0.0% | 0.97% | -2.0% |
| Q1 2021 | $9,254,000 | +6.7% | 35,557 | -5.8% | 0.99% | -7.6% |
| Q4 2020 | $8,672,000 | +41.8% | 37,733 | +14.4% | 1.07% | +22.7% |
| Q3 2020 | $6,114,000 | -10.5% | 32,995 | -14.1% | 0.87% | -18.4% |
| Q2 2020 | $6,831,000 | +29.5% | 38,417 | +4.8% | 1.07% | +2.8% |
| Q1 2020 | $5,275,000 | -18.0% | 36,670 | +17.4% | 1.04% | +0.9% |
| Q4 2019 | $6,431,000 | +2.6% | 31,247 | -3.7% | 1.03% | -6.2% |
| Q3 2019 | $6,270,000 | +1.8% | 32,450 | +2.4% | 1.10% | -0.5% |
| Q2 2019 | $6,158,000 | +3.9% | 31,700 | +1.3% | 1.10% | -12.1% |
| Q1 2019 | $5,926,000 | +15.0% | 31,292 | +0.9% | 1.26% | +1.1% |
| Q4 2018 | $5,152,000 | -15.9% | 31,028 | +2.0% | 1.24% | -4.9% |
| Q3 2018 | $6,124,000 | +5.0% | 30,426 | +1.6% | 1.31% | -0.6% |
| Q2 2018 | $5,835,000 | +3.1% | 29,957 | -0.7% | 1.32% | +0.5% |
| Q1 2018 | $5,658,000 | +5.4% | 30,163 | +6.6% | 1.31% | +8.9% |
| Q4 2017 | $5,370,000 | +7.5% | 28,294 | +1.3% | 1.20% | -26.9% |
| Q3 2017 | $4,995,000 | +5.5% | 27,918 | +2.6% | 1.64% | -15.0% |
| Q2 2017 | $4,734,000 | +23.7% | 27,216 | +21.8% | 1.93% | +51.3% |
| Q1 2017 | $3,826,000 | +9.3% | 22,345 | +5.5% | 1.28% | -2.2% |
| Q4 2016 | $3,501,000 | +10.0% | 21,172 | +2.9% | 1.31% | +4.7% |
| Q3 2016 | $3,184,000 | -43.9% | 20,581 | -46.8% | 1.25% | +1.5% |
| Q2 2016 | $5,679,000 | +107.3% | 38,674 | +103.6% | 1.23% | +1.5% |
| Q1 2016 | $2,739,000 | +538.5% | 18,992 | +517.4% | 1.21% | +415.7% |
| Q4 2015 | $429,000 | +495.8% | 3,076 | +480.4% | 0.24% | +459.5% |
| Q3 2015 | $72,000 | -8.9% | 530 | 0.0% | 0.04% | -32.3% |
| Q2 2015 | $79,000 | -1.2% | 530 | +0.2% | 0.06% | 0.0% |
| Q1 2015 | $80,000 | -2.4% | 529 | -7.0% | 0.06% | -4.6% |
| Q4 2014 | $82,000 | +5.1% | 569 | +0.2% | 0.06% | -1.5% |
| Q3 2014 | $78,000 | -3.7% | 568 | +0.2% | 0.07% | -2.9% |
| Q2 2014 | $81,000 | +3.8% | 567 | +0.2% | 0.07% | +4.6% |
| Q1 2014 | $78,000 | – | 566 | – | 0.06% | – |
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% |