ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 710 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.27 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $16,244,169 | -6.1% | 277,583 | -2.5% | 3.77% | -7.5% |
Q1 2024 | $17,294,693 | +8.8% | 284,733 | +396.5% | 4.08% | +2.1% |
Q4 2023 | $15,894,644 | +11.1% | 57,350 | -0.0% | 3.99% | +4.0% |
Q3 2023 | $14,302,033 | -5.9% | 57,357 | -1.3% | 3.84% | -1.2% |
Q2 2023 | $15,193,886 | +7.8% | 58,107 | +3.2% | 3.89% | +7.8% |
Q1 2023 | $14,088,992 | +1.5% | 56,320 | -1.8% | 3.61% | -3.2% |
Q4 2022 | $13,874,854 | +7.7% | 57,360 | -2.3% | 3.72% | +0.9% |
Q3 2022 | $12,877,000 | -5.0% | 58,728 | -2.0% | 3.69% | -0.4% |
Q2 2022 | $13,557,000 | -13.5% | 59,926 | +2.6% | 3.70% | -0.8% |
Q1 2022 | $15,671,000 | -5.6% | 58,401 | -0.4% | 3.74% | -0.4% |
Q4 2021 | $16,595,000 | +7.4% | 58,623 | -0.2% | 3.75% | -0.4% |
Q3 2021 | $15,446,000 | +0.5% | 58,716 | +2.6% | 3.76% | +1.2% |
Q2 2021 | $15,376,000 | -1.1% | 57,216 | -4.2% | 3.72% | -6.4% |
Q1 2021 | $15,541,000 | +7.8% | 59,710 | -4.8% | 3.97% | +2.3% |
Q4 2020 | $14,413,000 | +18.8% | 62,710 | -4.2% | 3.88% | +8.6% |
Q3 2020 | $12,130,000 | +3.9% | 65,460 | -0.3% | 3.57% | -2.2% |
Q2 2020 | $11,671,000 | +28.6% | 65,635 | +4.1% | 3.66% | +10.6% |
Q1 2020 | $9,072,000 | -27.1% | 63,060 | +4.3% | 3.30% | -12.9% |
Q4 2019 | $12,444,000 | +7.3% | 60,460 | +0.7% | 3.80% | -0.8% |
Q3 2019 | $11,596,000 | -2.1% | 60,010 | -1.6% | 3.82% | -2.1% |
Q2 2019 | $11,844,000 | +0.1% | 60,970 | -2.4% | 3.91% | -3.0% |
Q1 2019 | $11,832,000 | +14.1% | 62,470 | 0.0% | 4.03% | +4.4% |
Q4 2018 | $10,374,000 | -10.4% | 62,470 | +8.6% | 3.86% | -1.3% |
Q3 2018 | $11,578,000 | +1.7% | 57,520 | -1.6% | 3.91% | -2.9% |
Q2 2018 | $11,389,000 | +3.8% | 58,470 | 0.0% | 4.03% | +2.4% |
Q1 2018 | $10,967,000 | -1.2% | 58,470 | 0.0% | 3.93% | -1.8% |
Q4 2017 | $11,096,000 | +6.0% | 58,470 | -0.0% | 4.00% | -0.5% |
Q3 2017 | $10,465,000 | +2.9% | 58,495 | 0.0% | 4.02% | -2.2% |
Q2 2017 | $10,175,000 | +1.6% | 58,495 | 0.0% | 4.11% | -0.4% |
Q1 2017 | $10,016,000 | -0.7% | 58,495 | -4.1% | 4.13% | -7.3% |
Q4 2016 | $10,085,000 | +4.7% | 60,995 | -2.1% | 4.46% | +4.6% |
Q3 2016 | $9,635,000 | +2.7% | 62,278 | -0.8% | 4.26% | -0.5% |
Q2 2016 | $9,378,000 | +0.6% | 62,778 | -2.9% | 4.28% | -1.0% |
Q1 2016 | $9,326,000 | +49.9% | 64,678 | +44.8% | 4.33% | +22.7% |
Q4 2015 | $6,223,000 | +2.0% | 44,668 | 0.0% | 3.53% | -2.1% |
Q3 2015 | $6,102,000 | -8.9% | 44,668 | 0.0% | 3.60% | -4.5% |
Q2 2015 | $6,699,000 | +688.1% | 44,668 | +992.7% | 3.78% | +664.2% |
Q1 2015 | $850,000 | -83.7% | 4,088 | -88.6% | 0.49% | -84.5% |
Q4 2014 | $5,205,000 | – | 35,948 | – | 3.18% | – |
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% |