ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,125 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $103,824,108 | -1.6% | 1,774,165 | +2.2% | 9.16% | -4.5% |
Q1 2024 | $105,460,804 | +14.2% | 1,736,266 | +421.0% | 9.59% | +4.7% |
Q4 2023 | $92,361,340 | +15.5% | 333,254 | +3.9% | 9.16% | +4.0% |
Q3 2023 | $79,967,920 | -2.1% | 320,706 | +2.7% | 8.81% | -0.2% |
Q2 2023 | $81,682,169 | +7.4% | 312,384 | +2.8% | 8.83% | +1.5% |
Q1 2023 | $76,050,572 | +7.6% | 304,008 | +4.1% | 8.70% | -0.8% |
Q4 2022 | $70,646,995 | +17.1% | 292,062 | +6.1% | 8.76% | +5.1% |
Q3 2022 | $60,338,000 | +0.5% | 275,193 | +3.7% | 8.34% | -2.6% |
Q2 2022 | $60,018,000 | -2.0% | 265,300 | +7.9% | 8.57% | +1.8% |
Q1 2022 | $61,267,000 | -3.8% | 245,789 | +9.3% | 8.41% | -0.4% |
Q4 2021 | $63,667,000 | +13.7% | 224,907 | +5.7% | 8.44% | +2.5% |
Q3 2021 | $55,990,000 | +0.5% | 212,834 | +3.0% | 8.24% | -4.3% |
Q2 2021 | $55,715,000 | -2.5% | 206,574 | -6.0% | 8.61% | -2.9% |
Q1 2021 | $57,169,000 | +6.3% | 219,644 | +0.2% | 8.86% | +0.1% |
Q4 2020 | $53,800,000 | +38.1% | 219,147 | +4.3% | 8.86% | +15.2% |
Q3 2020 | $38,949,000 | +3.8% | 210,184 | +5.6% | 7.69% | -0.8% |
Q2 2020 | $37,532,000 | +42.7% | 199,069 | +8.9% | 7.75% | +15.6% |
Q1 2020 | $26,303,000 | -29.3% | 182,843 | +1.2% | 6.70% | -18.7% |
Q4 2019 | $37,195,000 | +12.3% | 180,717 | +5.4% | 8.24% | +4.2% |
Q3 2019 | $33,122,000 | +5.8% | 171,413 | +6.3% | 7.91% | +1.1% |
Q2 2019 | $31,317,000 | +9.9% | 161,212 | +7.1% | 7.82% | +1.6% |
Q1 2019 | $28,500,000 | +78.4% | 150,476 | +56.4% | 7.70% | +56.2% |
Q4 2018 | $15,974,000 | -3.3% | 96,194 | +16.4% | 4.93% | -8.8% |
Q3 2018 | $16,511,000 | +19.4% | 82,656 | +19.2% | 5.40% | +12.6% |
Q2 2018 | $13,827,000 | +46.6% | 69,348 | +34.7% | 4.80% | +29.1% |
Q1 2018 | $9,433,000 | +14.5% | 51,500 | +18.6% | 3.72% | +10.8% |
Q4 2017 | $8,240,000 | +17.3% | 43,421 | +10.6% | 3.36% | +4.2% |
Q3 2017 | $7,027,000 | – | 39,277 | – | 3.22% | – |
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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% |