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 | $266,638 | +2.4% | 4,556 | +6.2% | 0.11% | -4.3% |
| Q1 2024 | $260,492 | +9.8% | 4,289 | +401.1% | 0.12% | -12.2% |
| Q4 2023 | $237,159 | +12.0% | 856 | +0.8% | 0.13% | -6.4% |
| Q3 2023 | $211,706 | +2.2% | 849 | +7.2% | 0.14% | +3.7% |
| Q2 2023 | $207,100 | -94.9% | 792 | -95.3% | 0.14% | -96.5% |
| Q4 2022 | $4,075,080 | +612.4% | 16,847 | +545.7% | 3.85% | +488.5% |
| Q3 2022 | $572,000 | -6.5% | 2,609 | -3.5% | 0.65% | +8.6% |
| Q2 2022 | $612,000 | -61.3% | 2,705 | -54.1% | 0.60% | -38.4% |
| Q1 2022 | $1,581,000 | -40.2% | 5,891 | -37.0% | 0.98% | -22.1% |
| Q4 2021 | $2,646,000 | -23.7% | 9,348 | -29.1% | 1.25% | -23.7% |
| Q3 2021 | $3,470,000 | -7.5% | 13,191 | -5.5% | 1.64% | -4.3% |
| Q2 2021 | $3,752,000 | +3.3% | 13,962 | +0.1% | 1.72% | -8.6% |
| Q1 2021 | $3,632,000 | +237.5% | 13,954 | +198.0% | 1.88% | +230.6% |
| Q4 2020 | $1,076,000 | +65.8% | 4,682 | +33.6% | 0.57% | +43.1% |
| Q3 2020 | $649,000 | +18.0% | 3,504 | +13.3% | 0.40% | +2.8% |
| Q2 2020 | $550,000 | +11.8% | 3,092 | -9.5% | 0.39% | -44.9% |
| Q1 2020 | $492,000 | -71.1% | 3,417 | -58.7% | 0.70% | -40.4% |
| Q4 2019 | $1,703,000 | +7.0% | 8,275 | +0.5% | 1.18% | -5.2% |
| Q3 2019 | $1,592,000 | -4.9% | 8,237 | -4.4% | 1.24% | -8.4% |
| Q2 2019 | $1,674,000 | +5.3% | 8,620 | +2.6% | 1.35% | -0.3% |
| Q1 2019 | $1,590,000 | -11.7% | 8,399 | -22.5% | 1.36% | -34.8% |
| Q4 2018 | $1,800,000 | -40.6% | 10,840 | -28.0% | 2.08% | -10.6% |
| Q3 2018 | $3,030,000 | +25.1% | 15,053 | +21.0% | 2.33% | +21.1% |
| Q2 2018 | $2,423,000 | +1.4% | 12,439 | -2.4% | 1.92% | -2.2% |
| Q1 2018 | $2,390,000 | -0.7% | 12,742 | +0.5% | 1.96% | +9.2% |
| Q4 2017 | $2,407,000 | +6.9% | 12,684 | +0.8% | 1.80% | +1.5% |
| Q3 2017 | $2,251,000 | +13.8% | 12,585 | +10.7% | 1.77% | +0.1% |
| Q2 2016 | $1,978,000 | – | 11,372 | – | 1.77% | – |
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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% |