ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,175 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.23 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $496,542 | -5.4% | 8,485 | -1.8% | 0.25% | -10.8% |
| Q1 2024 | $524,672 | +9.6% | 8,638 | +399.9% | 0.28% | -1.8% |
| Q4 2023 | $478,782 | -16.2% | 1,728 | -24.6% | 0.28% | -24.5% |
| Q3 2023 | $571,572 | -4.6% | 2,292 | 0.0% | 0.38% | +10.0% |
| Q2 2023 | $599,377 | +4.5% | 2,292 | 0.0% | 0.34% | -2.8% |
| Q1 2023 | $573,406 | +3.4% | 2,292 | 0.0% | 0.35% | -10.9% |
| Q4 2022 | $554,422 | +10.2% | 2,292 | 0.0% | 0.39% | -6.0% |
| Q3 2022 | $503,000 | -2.9% | 2,292 | 0.0% | 0.42% | +2.7% |
| Q2 2022 | $518,000 | -15.8% | 2,292 | 0.0% | 0.41% | +1.2% |
| Q1 2022 | $615,000 | -5.2% | 2,292 | 0.0% | 0.40% | -1.9% |
| Q4 2021 | $649,000 | +7.6% | 2,292 | +0.0% | 0.41% | +0.5% |
| Q3 2021 | $603,000 | -4.3% | 2,291 | -2.2% | 0.41% | +1.2% |
| Q2 2021 | $630,000 | +3.3% | 2,343 | 0.0% | 0.40% | +8.0% |
| Q1 2021 | $610,000 | +155.2% | 2,343 | +81.3% | 0.37% | +98.9% |
| Q4 2020 | $239,000 | 0.0% | 1,292 | 0.0% | 0.19% | +0.5% |
| Q3 2020 | $239,000 | +3.9% | 1,292 | -0.1% | 0.19% | -1.6% |
| Q2 2020 | $230,000 | -13.5% | 1,293 | 0.0% | 0.19% | +1.1% |
| Q4 2019 | $266,000 | +6.4% | 1,293 | 0.0% | 0.19% | -3.6% |
| Q3 2019 | $250,000 | -0.4% | 1,293 | +0.1% | 0.20% | -0.5% |
| Q2 2019 | $251,000 | +2.4% | 1,292 | 0.0% | 0.20% | -3.0% |
| Q1 2019 | $245,000 | -5.8% | 1,292 | 0.0% | 0.20% | -2.4% |
| Q4 2018 | $260,000 | 0.0% | 1,292 | 0.0% | 0.21% | 0.0% |
| Q3 2018 | $260,000 | – | 1,292 | – | 0.21% | – |
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% |