ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 921 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,942,442 | +12.3% | 118,634 | +16.6% | 0.38% | -1.0% |
| Q1 2024 | $6,181,966 | +7.7% | 101,778 | +391.4% | 0.38% | +0.3% |
| Q4 2023 | $5,739,868 | +9.9% | 20,710 | -0.7% | 0.38% | +3.5% |
| Q3 2023 | $5,224,045 | -57.7% | 20,855 | -55.9% | 0.37% | -56.3% |
| Q2 2023 | $12,354,786 | +2.2% | 47,249 | -2.2% | 0.84% | -3.6% |
| Q1 2023 | $12,090,019 | -21.1% | 48,329 | -23.7% | 0.87% | -36.3% |
| Q4 2022 | $15,322,161 | +8.6% | 63,344 | -1.6% | 1.37% | +12.0% |
| Q3 2022 | $14,112,000 | -11.1% | 64,364 | -8.3% | 1.22% | -6.8% |
| Q2 2022 | $15,881,000 | +24.5% | 70,197 | +47.6% | 1.31% | +33.8% |
| Q1 2022 | $12,758,000 | -2.7% | 47,544 | -3.8% | 0.98% | -4.5% |
| Q4 2021 | $13,114,000 | -1.9% | 49,446 | -2.7% | 1.02% | -7.7% |
| Q3 2021 | $13,370,000 | -0.7% | 50,823 | +1.5% | 1.11% | -2.2% |
| Q2 2021 | $13,459,000 | +4.9% | 50,086 | -1.9% | 1.13% | -5.7% |
| Q1 2021 | $12,829,000 | +3.9% | 51,051 | -4.9% | 1.20% | +11.1% |
| Q4 2020 | $12,343,000 | +4.0% | 53,703 | -16.3% | 1.08% | -0.7% |
| Q3 2020 | $11,867,000 | -3.7% | 64,178 | -7.5% | 1.09% | -28.2% |
| Q2 2020 | $12,321,000 | -99.9% | 69,396 | -53.8% | 1.52% | -51.0% |
| Q1 2020 | $21,620,565,000 | +116064.7% | 150,234 | +66.1% | 3.10% | +14.7% |
| Q4 2019 | $18,612,000 | +9.1% | 90,462 | +2.5% | 2.70% | +0.7% |
| Q3 2019 | $17,057,000 | +3.2% | 88,254 | +3.3% | 2.68% | +1.1% |
| Q2 2019 | $16,536,000 | +9.4% | 85,411 | +7.0% | 2.66% | +7.7% |
| Q1 2019 | $15,115,000 | +39.5% | 79,835 | +22.3% | 2.47% | +27.4% |
| Q4 2018 | $10,833,000 | +864.6% | 65,254 | +1073.4% | 1.94% | +976.1% |
| Q3 2018 | $1,123,000 | +309.9% | 5,561 | +263.7% | 0.18% | +246.2% |
| Q3 2017 | $274,000 | +3.4% | 1,529 | +0.3% | 0.05% | -5.5% |
| Q2 2017 | $265,000 | +1.9% | 1,524 | +0.3% | 0.06% | -8.3% |
| Q1 2017 | $260,000 | +2.0% | 1,519 | -1.6% | 0.06% | +17.6% |
| Q4 2016 | $255,000 | – | 1,544 | – | 0.05% | – |
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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% |