ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 874 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.20 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,077,646 | -1.8% | 18,415 | +1.9% | 0.67% | -0.3% |
| Q1 2024 | $1,097,693 | +12.6% | 18,072 | +413.8% | 0.67% | -0.9% |
| Q4 2023 | $974,737 | +18.3% | 3,517 | +6.4% | 0.68% | +11.2% |
| Q3 2023 | $824,102 | -2.7% | 3,305 | +2.0% | 0.61% | -4.8% |
| Q2 2023 | $847,195 | +2.0% | 3,240 | -2.4% | 0.64% | +7.2% |
| Q1 2023 | $830,281 | +103815.0% | 3,319 | +0.4% | 0.60% | -2.6% |
| Q4 2022 | $799 | -99.9% | 3,305 | +1.8% | 0.61% | +7.7% |
| Q3 2022 | $712,000 | -3.7% | 3,248 | -0.5% | 0.57% | +3.3% |
| Q2 2022 | $739,000 | -7.2% | 3,265 | +10.1% | 0.55% | +8.3% |
| Q1 2022 | $796,000 | -4.2% | 2,966 | +1.1% | 0.51% | +0.6% |
| Q4 2021 | $831,000 | +11.4% | 2,934 | +3.4% | 0.51% | -2.1% |
| Q3 2021 | $746,000 | -1.3% | 2,837 | +0.9% | 0.52% | -2.8% |
| Q2 2021 | $756,000 | +11.2% | 2,812 | +7.7% | 0.53% | +10.4% |
| Q1 2021 | $680,000 | +21.0% | 2,612 | +6.8% | 0.48% | +0.6% |
| Q4 2020 | $562,000 | +24.9% | 2,445 | +0.7% | 0.48% | +21.9% |
| Q3 2020 | $450,000 | -16.8% | 2,427 | -20.2% | 0.39% | -19.3% |
| Q2 2020 | $541,000 | +29.4% | 3,042 | +4.6% | 0.49% | +19.7% |
| Q1 2020 | $418,000 | -23.0% | 2,908 | +10.3% | 0.41% | -10.7% |
| Q4 2019 | $543,000 | +19.9% | 2,637 | +12.5% | 0.46% | +18.8% |
| Q3 2019 | $453,000 | +28.0% | 2,345 | +28.7% | 0.38% | +32.0% |
| Q2 2019 | $354,000 | -1.1% | 1,822 | -3.6% | 0.29% | -3.3% |
| Q1 2019 | $358,000 | +79.0% | 1,890 | +89.4% | 0.30% | +90.5% |
| Q3 2018 | $200,000 | -100.0% | 998 | -83.5% | 0.16% | -72.2% |
| Q4 2016 | $997,661,000 | – | 6,034 | – | 0.57% | – |
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% |