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 | $635,820 | -5.8% | 10,865 | -2.2% | 0.23% | -7.9% |
Q1 2024 | $675,125 | +9.6% | 11,115 | +400.0% | 0.25% | +3.3% |
Q4 2023 | $616,104 | +10.2% | 2,223 | -0.9% | 0.24% | +2.1% |
Q3 2023 | $559,292 | -4.0% | 2,243 | +0.7% | 0.24% | -0.4% |
Q2 2023 | $582,577 | +4.5% | 2,228 | 0.0% | 0.24% | +0.4% |
Q1 2023 | $557,356 | +3.2% | 2,228 | -0.2% | 0.24% | -1.2% |
Q4 2022 | $540,140 | +8.7% | 2,233 | -1.5% | 0.24% | +0.8% |
Q3 2022 | $497,000 | -25.5% | 2,266 | -23.1% | 0.24% | -24.0% |
Q2 2022 | $667,000 | +1.8% | 2,948 | +20.8% | 0.32% | +22.4% |
Q1 2022 | $655,000 | -6.7% | 2,441 | -1.6% | 0.26% | -3.4% |
Q4 2021 | $702,000 | +6.0% | 2,481 | +2.9% | 0.27% | -2.5% |
Q3 2021 | $662,000 | -12.4% | 2,411 | -14.3% | 0.28% | -13.5% |
Q2 2021 | $756,000 | +11.8% | 2,814 | -4.3% | 0.32% | -3.3% |
Q4 2020 | $676,000 | +15.4% | 2,940 | +0.2% | 0.33% | +6.1% |
Q3 2020 | $586,000 | +16.0% | 2,935 | +3.3% | 0.31% | +3.7% |
Q2 2020 | $505,000 | +8.6% | 2,840 | -12.1% | 0.30% | -11.5% |
Q1 2020 | $465,000 | -32.0% | 3,230 | -2.8% | 0.34% | -11.3% |
Q4 2019 | $684,000 | +6.7% | 3,324 | +0.2% | 0.38% | -1.3% |
Q3 2019 | $641,000 | +3.7% | 3,319 | +3.9% | 0.39% | +0.5% |
Q2 2019 | $618,000 | +34.3% | 3,195 | +31.5% | 0.38% | +25.9% |
Q1 2019 | $460,000 | +79.7% | 2,429 | +57.8% | 0.30% | +61.4% |
Q4 2018 | $256,000 | -20.0% | 1,539 | -3.2% | 0.19% | -2.6% |
Q3 2018 | $320,000 | +4.6% | 1,590 | +1.3% | 0.19% | -7.2% |
Q2 2018 | $306,000 | +13.3% | 1,569 | +9.0% | 0.21% | 0.0% |
Q1 2018 | $270,000 | +34.3% | 1,440 | +35.8% | 0.21% | +36.6% |
Q4 2017 | $201,000 | – | 1,060 | – | 0.15% | – |
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% |