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 | $483,849 | -3.1% | 8,090 | -1.6% | 0.08% | -12.2% |
Q1 2024 | $499,529 | +8.6% | 8,224 | +393.9% | 0.09% | -2.2% |
Q4 2023 | $459,884 | +7.2% | 1,665 | -3.2% | 0.09% | -5.2% |
Q3 2023 | $428,957 | -0.8% | 1,720 | +4.3% | 0.10% | +2.1% |
Q2 2023 | $432,365 | +4.3% | 1,649 | -0.5% | 0.10% | -1.0% |
Q1 2023 | $414,716 | -3.8% | 1,658 | -0.1% | 0.10% | -5.0% |
Q4 2022 | $431,289 | +17.5% | 1,659 | -0.8% | 0.10% | 0.0% |
Q3 2022 | $367,000 | -5.9% | 1,673 | -1.8% | 0.10% | +1.0% |
Q2 2022 | $390,000 | -14.3% | 1,704 | +0.2% | 0.10% | +1.0% |
Q1 2022 | $455,000 | +4.6% | 1,700 | +0.9% | 0.10% | +1.0% |
Q4 2021 | $435,000 | -5.0% | 1,685 | +0.8% | 0.10% | -3.0% |
Q3 2021 | $458,000 | -11.2% | 1,671 | -12.1% | 0.10% | -14.4% |
Q2 2021 | $516,000 | -4.3% | 1,901 | -5.2% | 0.12% | -11.9% |
Q1 2021 | $539,000 | +11.4% | 2,006 | +1.0% | 0.13% | -4.3% |
Q4 2020 | $484,000 | +32.6% | 1,987 | +7.6% | 0.14% | +2.2% |
Q3 2020 | $365,000 | +12.3% | 1,846 | +4.1% | 0.14% | +6.2% |
Q2 2020 | $325,000 | -64.2% | 1,774 | -73.2% | 0.13% | -72.6% |
Q1 2020 | $907,000 | -38.7% | 6,626 | -7.1% | 0.47% | -20.2% |
Q4 2019 | $1,479,000 | -1.4% | 7,135 | -9.0% | 0.59% | -11.0% |
Q3 2019 | $1,500,000 | -12.4% | 7,840 | -11.6% | 0.66% | -14.0% |
Q2 2019 | $1,713,000 | +1.5% | 8,864 | +1.8% | 0.77% | +0.8% |
Q1 2019 | $1,687,000 | -9.3% | 8,708 | -5.8% | 0.76% | -12.0% |
Q4 2018 | $1,861,000 | -2.3% | 9,243 | -2.3% | 0.87% | -1.2% |
Q3 2018 | $1,904,000 | +0.5% | 9,461 | -2.7% | 0.88% | -6.3% |
Q2 2018 | $1,895,000 | +121.9% | 9,728 | +113.8% | 0.94% | +112.0% |
Q1 2018 | $854,000 | +87.3% | 4,549 | +89.2% | 0.44% | +90.9% |
Q4 2017 | $456,000 | – | 2,404 | – | 0.23% | – |
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% |