ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 600 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.83 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $15,662,157 | -3.2% | 267,638 | +0.5% | 2.58% | -5.5% |
Q1 2024 | $16,173,096 | +9.9% | 266,268 | +401.4% | 2.73% | +3.6% |
Q4 2023 | $14,717,945 | +17.1% | 53,105 | +5.3% | 2.63% | +7.6% |
Q3 2023 | $12,573,091 | -5.5% | 50,423 | -0.9% | 2.45% | -1.3% |
Q2 2023 | $13,300,096 | +22.7% | 50,865 | +17.3% | 2.48% | +9.8% |
Q1 2023 | $10,843,233 | +1.2% | 43,345 | -2.2% | 2.26% | -4.9% |
Q4 2022 | $10,718,644 | +9.3% | 44,312 | -0.9% | 2.37% | +3.4% |
Q3 2022 | $9,806,000 | +5.9% | 44,722 | +9.3% | 2.29% | +10.8% |
Q2 2022 | $9,258,000 | -14.9% | 40,921 | +0.9% | 2.07% | -2.4% |
Q1 2022 | $10,880,000 | -6.3% | 40,547 | -1.1% | 2.12% | -0.1% |
Q4 2021 | $11,610,000 | +10.7% | 41,016 | +2.9% | 2.12% | +6.8% |
Q3 2021 | $10,489,000 | +4.6% | 39,861 | +6.8% | 1.99% | +2.4% |
Q2 2021 | $10,029,000 | +15.0% | 37,321 | +11.4% | 1.94% | +4.1% |
Q1 2021 | $8,718,000 | +7.0% | 33,488 | -5.6% | 1.86% | +1.8% |
Q4 2020 | $8,151,000 | +24.8% | 35,456 | +0.7% | 1.83% | +14.2% |
Q3 2020 | $6,533,000 | -7.7% | 35,227 | -11.4% | 1.60% | -13.3% |
Q2 2020 | $7,076,000 | +50.3% | 39,767 | +21.7% | 1.85% | +30.9% |
Q1 2020 | $4,709,000 | -28.9% | 32,685 | +1.5% | 1.41% | -16.5% |
Q4 2019 | $6,624,000 | +9.1% | 32,188 | +2.5% | 1.69% | +0.5% |
Q3 2019 | $6,069,000 | -0.2% | 31,405 | +0.3% | 1.68% | -2.3% |
Q2 2019 | $6,084,000 | -15.2% | 31,323 | -17.3% | 1.72% | -16.7% |
Q1 2019 | $7,175,000 | +28.3% | 37,887 | +12.5% | 2.07% | +15.1% |
Q4 2018 | $5,592,000 | -12.5% | 33,676 | +6.1% | 1.80% | -4.9% |
Q3 2018 | $6,389,000 | +2.1% | 31,739 | -1.2% | 1.89% | -4.3% |
Q2 2018 | $6,259,000 | +6.2% | 32,135 | +2.3% | 1.97% | -51.6% |
Q1 2018 | $5,894,000 | +2.4% | 31,422 | +3.6% | 4.08% | -2.6% |
Q4 2017 | $5,758,000 | -18.6% | 30,341 | -23.3% | 4.19% | -22.7% |
Q3 2017 | $7,074,000 | +3.1% | 39,543 | +0.3% | 5.42% | +0.9% |
Q2 2017 | $6,860,000 | -10.7% | 39,439 | -7.5% | 5.37% | -16.1% |
Q1 2017 | $7,681,000 | +1.4% | 42,645 | -6.9% | 6.40% | -3.0% |
Q4 2016 | $7,576,000 | +5.6% | 45,821 | -1.2% | 6.60% | +3.5% |
Q3 2016 | $7,174,000 | +7.6% | 46,369 | +3.9% | 6.38% | -0.5% |
Q2 2016 | $6,667,000 | +11.5% | 44,630 | +7.7% | 6.41% | +1.3% |
Q1 2016 | $5,977,000 | +2.2% | 41,453 | -1.2% | 6.32% | +0.2% |
Q4 2015 | $5,847,000 | +3.7% | 41,971 | +1.7% | 6.32% | +1.6% |
Q3 2015 | $5,639,000 | -4.9% | 41,281 | +4.4% | 6.22% | -0.7% |
Q2 2015 | $5,928,000 | +0.6% | 39,524 | +0.5% | 6.26% | +1.6% |
Q1 2015 | $5,893,000 | +7.3% | 39,335 | +3.7% | 6.16% | -3.2% |
Q4 2014 | $5,491,000 | – | 37,924 | – | 6.36% | – |
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% |