ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,270 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,732,416 | -3.7% | 46,692 | +0.0% | 0.67% | -6.1% |
| Q1 2024 | $2,835,951 | +9.6% | 46,690 | +400.0% | 0.72% | +2.6% |
| Q4 2023 | $2,588,027 | +7.8% | 9,338 | -3.1% | 0.70% | -4.1% |
| Q3 2023 | $2,401,739 | -17.5% | 9,632 | -13.5% | 0.73% | -14.6% |
| Q2 2023 | $2,912,103 | +2.3% | 11,137 | -2.1% | 0.85% | -2.1% |
| Q1 2023 | $2,845,320 | +1.6% | 11,374 | -1.7% | 0.87% | -0.1% |
| Q4 2022 | $2,799,635 | +4.8% | 11,574 | -5.0% | 0.87% | -6.1% |
| Q3 2022 | $2,672,000 | -10.5% | 12,186 | -7.7% | 0.93% | -6.7% |
| Q2 2022 | $2,985,000 | -15.7% | 13,196 | 0.0% | 1.00% | +0.1% |
| Q1 2022 | $3,541,000 | -6.9% | 13,196 | -1.8% | 0.99% | -6.0% |
| Q4 2021 | $3,804,000 | +7.5% | 13,437 | -0.1% | 1.06% | +1.3% |
| Q3 2021 | $3,538,000 | -4.1% | 13,448 | -2.0% | 1.04% | -4.0% |
| Q2 2021 | $3,689,000 | -11.1% | 13,729 | -13.8% | 1.09% | -16.3% |
| Q1 2021 | $4,148,000 | +3.6% | 15,936 | -8.5% | 1.30% | -2.5% |
| Q4 2020 | $4,005,000 | +13.8% | 17,425 | -2.1% | 1.33% | +3.4% |
| Q3 2020 | $3,519,000 | -24.2% | 17,798 | -31.3% | 1.29% | -30.1% |
| Q2 2020 | $4,645,000 | -33.3% | 25,902 | -49.1% | 1.84% | -43.0% |
| Q1 2020 | $6,960,000 | -35.8% | 50,850 | -3.4% | 3.23% | -25.5% |
| Q4 2019 | $10,839,000 | +8.1% | 52,663 | +1.5% | 4.34% | +2.0% |
| Q3 2019 | $10,027,000 | -2.7% | 51,893 | -2.2% | 4.25% | +0.1% |
| Q2 2019 | $10,310,000 | +3.2% | 53,066 | +0.6% | 4.25% | -6.0% |
| Q1 2019 | $9,987,000 | +67.8% | 52,732 | +47.1% | 4.52% | +12.7% |
| Q4 2018 | $5,951,000 | – | 35,839 | – | 4.01% | – |
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% |