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 | $46,114 | +21.5% | 788 | +26.1% | 0.01% | +9.1% |
| Q1 2024 | $37,963 | -21.7% | 625 | +257.1% | 0.01% | -35.3% |
| Q4 2023 | $48,501 | +11.1% | 175 | 0.0% | 0.02% | -5.6% |
| Q3 2023 | $43,636 | -4.6% | 175 | 0.0% | 0.02% | -5.3% |
| Q2 2023 | $45,759 | +21.9% | 175 | +16.7% | 0.02% | +18.8% |
| Q1 2023 | $37,524 | +66907.1% | 150 | -34.8% | 0.02% | -36.0% |
| Q4 2022 | $56 | -99.8% | 230 | +53.3% | 0.02% | +56.2% |
| Q3 2022 | $33,000 | -2.9% | 150 | 0.0% | 0.02% | +6.7% |
| Q2 2022 | $34,000 | -15.0% | 150 | 0.0% | 0.02% | -6.2% |
| Q1 2022 | $40,000 | -4.8% | 150 | 0.0% | 0.02% | -5.9% |
| Q4 2021 | $42,000 | -2.3% | 150 | -7.4% | 0.02% | -10.5% |
| Q3 2021 | $43,000 | -15.7% | 162 | -15.2% | 0.02% | -17.4% |
| Q2 2021 | $51,000 | +8.5% | 191 | +6.7% | 0.02% | 0.0% |
| Q1 2021 | $47,000 | +14.6% | 179 | 0.0% | 0.02% | +9.5% |
| Q4 2020 | $41,000 | +24.2% | 179 | 0.0% | 0.02% | +10.5% |
| Q3 2020 | $33,000 | +3.1% | 179 | 0.0% | 0.02% | -9.5% |
| Q2 2020 | $32,000 | +23.1% | 179 | 0.0% | 0.02% | +5.0% |
| Q1 2020 | $26,000 | -29.7% | 179 | 0.0% | 0.02% | -16.7% |
| Q4 2019 | $37,000 | +5.7% | 179 | 0.0% | 0.02% | -4.0% |
| Q3 2019 | $35,000 | 0.0% | 179 | 0.0% | 0.02% | -7.4% |
| Q2 2019 | $35,000 | +2.9% | 179 | 0.0% | 0.03% | -3.6% |
| Q1 2019 | $34,000 | +30.8% | 179 | +16.2% | 0.03% | +16.7% |
| Q4 2018 | $26,000 | -65.3% | 154 | -58.7% | 0.02% | -59.3% |
| Q3 2018 | $75,000 | +167.9% | 373 | +157.2% | 0.06% | +156.5% |
| Q2 2018 | $28,000 | +3.7% | 145 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $27,000 | +80.0% | 145 | +83.5% | 0.02% | +76.9% |
| Q4 2017 | $15,000 | – | 79 | – | 0.01% | – |
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% |