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 | $76,550,410 | -1.0% | 1,308,107 | +2.7% | 5.17% | -3.6% |
Q1 2024 | $77,337,451 | +12.2% | 1,273,254 | +411.9% | 5.37% | +6.0% |
Q4 2023 | $68,942,418 | +15.2% | 248,755 | +3.6% | 5.06% | +4.6% |
Q3 2023 | $59,852,927 | -0.9% | 240,036 | +3.9% | 4.84% | -0.8% |
Q2 2023 | $60,424,577 | +8.4% | 231,087 | +3.7% | 4.88% | +1.6% |
Q1 2023 | $55,750,934 | +7.6% | 222,861 | +4.1% | 4.80% | +5.7% |
Q4 2022 | $51,803,637 | +16.3% | 214,162 | +5.5% | 4.54% | +3.9% |
Q3 2022 | $44,526,000 | -3.2% | 203,075 | -0.1% | 4.37% | -2.8% |
Q2 2022 | $46,010,000 | -18.8% | 203,375 | -3.7% | 4.50% | -6.6% |
Q1 2022 | $56,661,000 | +0.2% | 211,152 | +5.7% | 4.81% | -0.9% |
Q4 2021 | $56,524,000 | +14.2% | 199,676 | +6.1% | 4.86% | +5.0% |
Q3 2021 | $49,508,000 | +3.3% | 188,193 | +5.5% | 4.62% | +0.6% |
Q2 2021 | $47,937,000 | +7.6% | 178,383 | +4.2% | 4.60% | -0.2% |
Q1 2021 | $44,556,000 | +22.0% | 171,184 | +7.7% | 4.61% | +9.3% |
Q4 2020 | $36,522,000 | +42.3% | 158,907 | +14.7% | 4.22% | +22.1% |
Q3 2020 | $25,665,000 | +10.7% | 138,498 | +6.2% | 3.45% | -2.6% |
Q2 2020 | $23,183,000 | +9.1% | 130,374 | -11.7% | 3.54% | -18.2% |
Q1 2020 | $21,246,000 | -60.1% | 147,680 | -43.0% | 4.33% | -50.3% |
Q4 2019 | $53,293,000 | +14.2% | 258,929 | +7.2% | 8.72% | +4.3% |
Q3 2019 | $46,680,000 | +5.0% | 241,576 | +5.6% | 8.36% | +1.2% |
Q2 2019 | $44,438,000 | +6.0% | 228,755 | +3.3% | 8.26% | +1.0% |
Q1 2019 | $41,928,000 | +11.6% | 221,373 | -2.2% | 8.17% | -3.4% |
Q4 2018 | $37,578,000 | -12.7% | 226,291 | +5.8% | 8.46% | -3.9% |
Q3 2018 | $43,040,000 | +5.6% | 213,820 | +2.2% | 8.81% | +0.5% |
Q2 2018 | $40,739,000 | +9.8% | 209,155 | +5.8% | 8.77% | +5.4% |
Q1 2018 | $37,096,000 | +3.8% | 197,773 | +5.0% | 8.32% | +6.5% |
Q4 2017 | $35,753,000 | +11.9% | 188,389 | +5.5% | 7.81% | -0.6% |
Q3 2017 | $31,939,000 | +13.3% | 178,532 | +10.2% | 7.86% | +4.6% |
Q2 2017 | $28,185,000 | +15.7% | 162,030 | +13.8% | 7.52% | +11.2% |
Q1 2017 | $24,368,000 | +13.8% | 142,323 | +9.9% | 6.76% | +4.1% |
Q4 2016 | $21,408,000 | +32.4% | 129,477 | +23.9% | 6.50% | +33.4% |
Q3 2016 | $16,172,000 | +35.1% | 104,534 | +30.4% | 4.87% | +25.8% |
Q2 2016 | $11,971,000 | +81.1% | 80,135 | +74.8% | 3.87% | +63.4% |
Q1 2016 | $6,611,000 | +41.5% | 45,851 | +36.7% | 2.37% | +35.6% |
Q4 2015 | $4,672,000 | -18.2% | 33,537 | -19.8% | 1.75% | -22.0% |
Q3 2015 | $5,709,000 | +15.3% | 41,794 | +26.6% | 2.24% | +15.0% |
Q2 2015 | $4,950,000 | +27.2% | 33,003 | +28.9% | 1.95% | +21.7% |
Q1 2015 | $3,891,000 | +34.2% | 25,600 | +27.8% | 1.60% | +32.8% |
Q4 2014 | $2,900,000 | – | 20,034 | – | 1.20% | – |
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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% |