ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,298 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $4,351,390 | -4.0% | 74,357 | -0.4% | 1.60% | -4.4% |
Q1 2024 | $4,532,860 | +10.9% | 74,627 | +406.0% | 1.67% | +5.7% |
Q4 2023 | $4,087,094 | +11.0% | 14,747 | -0.2% | 1.58% | +1.9% |
Q3 2023 | $3,683,340 | -4.0% | 14,772 | +0.6% | 1.55% | -1.3% |
Q2 2023 | $3,837,942 | +4.9% | 14,678 | +0.4% | 1.57% | -2.8% |
Q1 2023 | $3,658,500 | +1.3% | 14,625 | -2.0% | 1.62% | -5.3% |
Q4 2022 | $3,611,037 | +12.3% | 14,928 | +1.8% | 1.71% | +4.8% |
Q3 2022 | $3,216,000 | +9.0% | 14,666 | +12.5% | 1.63% | +15.3% |
Q2 2022 | $2,950,000 | -28.2% | 13,041 | -14.9% | 1.41% | -20.7% |
Q1 2022 | $4,110,000 | +11.5% | 15,316 | +17.6% | 1.78% | +15.6% |
Q4 2021 | $3,687,000 | +14.5% | 13,024 | +6.4% | 1.54% | +7.3% |
Q3 2021 | $3,219,000 | -0.2% | 12,236 | +1.9% | 1.44% | +0.3% |
Q2 2021 | $3,227,000 | +3.6% | 12,008 | +0.4% | 1.43% | -5.6% |
Q1 2021 | $3,114,000 | +11.1% | 11,964 | -1.9% | 1.52% | +8.1% |
Q4 2020 | $2,804,000 | +24.4% | 12,200 | +0.3% | 1.40% | +10.3% |
Q3 2020 | $2,254,000 | +3.7% | 12,161 | -0.5% | 1.27% | -1.7% |
Q2 2020 | $2,174,000 | +26.1% | 12,228 | +2.0% | 1.29% | +8.3% |
Q1 2020 | $1,724,000 | +9.1% | 11,983 | +55.5% | 1.19% | +29.9% |
Q4 2019 | $1,580,000 | +6.3% | 7,706 | +0.4% | 0.92% | +1.7% |
Q3 2019 | $1,486,000 | +1.1% | 7,679 | +1.5% | 0.90% | -0.8% |
Q2 2019 | $1,470,000 | +1.1% | 7,565 | -1.5% | 0.91% | -1.3% |
Q1 2019 | $1,454,000 | -61.9% | 7,677 | -66.6% | 0.92% | +5.7% |
Q4 2018 | $3,813,000 | +139.1% | 22,965 | +189.7% | 0.87% | -12.3% |
Q3 2018 | $1,595,000 | +3.6% | 7,926 | +0.3% | 1.00% | -0.5% |
Q2 2018 | $1,539,000 | +4.7% | 7,904 | +0.8% | 1.00% | +4.1% |
Q1 2018 | $1,470,000 | -0.9% | 7,840 | +0.3% | 0.96% | -0.1% |
Q4 2017 | $1,484,000 | +7.1% | 7,819 | +1.0% | 0.96% | +3.0% |
Q3 2017 | $1,385,000 | -1.6% | 7,744 | -4.3% | 0.94% | -3.9% |
Q2 2017 | $1,408,000 | +1.6% | 8,094 | +0.0% | 0.97% | -0.6% |
Q1 2017 | $1,386,000 | +2.0% | 8,093 | +0.1% | 0.98% | -2.5% |
Q4 2016 | $1,359,000 | +9.9% | 8,085 | +1.1% | 1.00% | +8.2% |
Q3 2016 | $1,237,000 | +2.5% | 7,995 | -1.1% | 0.93% | -0.5% |
Q2 2016 | $1,207,000 | +6.9% | 8,080 | +3.2% | 0.93% | +0.6% |
Q1 2016 | $1,129,000 | +35.5% | 7,828 | +30.9% | 0.93% | +29.5% |
Q4 2015 | $833,000 | +28.4% | 5,978 | +25.8% | 0.72% | +20.1% |
Q3 2015 | $649,000 | +32.4% | 4,752 | +45.4% | 0.60% | +36.4% |
Q2 2015 | $490,000 | -1.2% | 3,268 | +0.2% | 0.44% | -5.8% |
Q1 2015 | $496,000 | – | 3,263 | – | 0.46% | – |
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% |