ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,889 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $545,899 | -3.9% | 9,328 | -0.3% | 0.03% | -10.3% |
Q1 2024 | $568,335 | +9.6% | 9,357 | +400.4% | 0.03% | -6.5% |
Q4 2023 | $518,330 | +8.5% | 1,870 | -2.4% | 0.03% | -11.4% |
Q3 2023 | $477,685 | -4.5% | 1,916 | +0.1% | 0.04% | +75.0% |
Q2 2023 | $500,400 | +4.4% | 1,914 | -0.1% | 0.02% | -53.5% |
Q1 2023 | $479,357 | +3.5% | 1,916 | +0.1% | 0.04% | -14.0% |
Q4 2022 | $463,261 | +10.6% | 1,915 | +0.2% | 0.05% | +150.0% |
Q3 2022 | $419,000 | -3.2% | 1,912 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $433,000 | -21.7% | 1,912 | -7.2% | 0.02% | -9.1% |
Q1 2022 | $553,000 | -5.1% | 2,061 | +0.0% | 0.02% | +15.8% |
Q4 2021 | $583,000 | +8.2% | 2,060 | +0.5% | 0.02% | -80.0% |
Q3 2021 | $539,000 | +64.8% | 2,050 | +68.6% | 0.10% | +61.0% |
Q2 2021 | $327,000 | +1.2% | 1,216 | -1.9% | 0.06% | -9.2% |
Q1 2021 | $323,000 | +4.5% | 1,240 | -7.8% | 0.06% | -8.5% |
Q4 2020 | $309,000 | +47.1% | 1,345 | +31.9% | 0.07% | +22.4% |
Q4 2019 | $210,000 | -67.7% | 1,020 | -68.4% | 0.06% | -46.8% |
Q3 2018 | $650,000 | +107.0% | 3,228 | +100.1% | 0.11% | -5.2% |
Q2 2018 | $314,000 | +1.0% | 1,613 | -2.8% | 0.12% | -5.0% |
Q1 2018 | $311,000 | -17.9% | 1,660 | -17.0% | 0.12% | -18.8% |
Q4 2017 | $379,000 | +41.4% | 1,999 | +33.5% | 0.15% | +31.9% |
Q3 2017 | $268,000 | -3.6% | 1,497 | -6.2% | 0.11% | -10.3% |
Q2 2017 | $278,000 | -18.5% | 1,596 | -19.8% | 0.13% | -21.2% |
Q1 2017 | $341,000 | -4.5% | 1,991 | -7.4% | 0.16% | -11.1% |
Q4 2016 | $357,000 | – | 2,149 | – | 0.18% | – |
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% |