ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,098 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $566,240 | -4.1% | 9,676 | -0.5% | 0.31% | -5.5% |
Q1 2024 | $590,515 | +11.0% | 9,722 | +406.4% | 0.33% | +3.5% |
Q4 2023 | $532,128 | +9.0% | 1,920 | -1.9% | 0.32% | -5.7% |
Q3 2023 | $488,228 | -4.0% | 1,958 | +0.7% | 0.34% | 0.0% |
Q2 2023 | $508,579 | +3.7% | 1,945 | -0.8% | 0.34% | -1.2% |
Q1 2023 | $490,564 | +5.7% | 1,961 | +2.2% | 0.34% | -1.2% |
Q4 2022 | $464,187 | +15.2% | 1,919 | +4.4% | 0.34% | +1.2% |
Q3 2022 | $403,000 | -1.5% | 1,838 | +1.6% | 0.34% | +3.7% |
Q2 2022 | $409,000 | -13.0% | 1,809 | +3.3% | 0.33% | -0.9% |
Q1 2022 | $470,000 | -3.7% | 1,751 | +1.5% | 0.33% | +4.7% |
Q4 2021 | $488,000 | +8.2% | 1,725 | +0.7% | 0.32% | +1.6% |
Q3 2021 | $451,000 | -3.0% | 1,713 | -1.1% | 0.31% | -1.6% |
Q2 2021 | $465,000 | +8.6% | 1,732 | +5.4% | 0.32% | +0.3% |
Q1 2021 | $428,000 | +15.7% | 1,643 | +2.2% | 0.32% | +17.5% |
Q4 2020 | $370,000 | +28.5% | 1,608 | +3.5% | 0.27% | +17.0% |
Q3 2020 | $288,000 | +68.4% | 1,553 | +61.3% | 0.23% | +49.7% |
Q2 2020 | $171,000 | +17.9% | 963 | -4.2% | 0.15% | -3.2% |
Q1 2020 | $145,000 | -42.7% | 1,005 | -18.2% | 0.16% | -33.1% |
Q4 2019 | $253,000 | +9.5% | 1,228 | +2.5% | 0.24% | +2.2% |
Q3 2019 | $231,000 | +4.1% | 1,198 | +4.8% | 0.23% | +2.7% |
Q2 2019 | $222,000 | +2.8% | 1,143 | 0.0% | 0.22% | +3.2% |
Q1 2019 | $216,000 | +13.7% | 1,143 | 0.0% | 0.22% | +6.9% |
Q4 2018 | $190,000 | -9.1% | 1,143 | +10.0% | 0.20% | +5.2% |
Q3 2018 | $209,000 | -7.5% | 1,039 | -10.4% | 0.19% | -11.0% |
Q2 2018 | $226,000 | +18.3% | 1,160 | +13.7% | 0.22% | +16.6% |
Q1 2018 | $191,000 | -5.0% | 1,020 | -3.8% | 0.19% | -2.6% |
Q4 2017 | $201,000 | – | 1,060 | – | 0.19% | – |
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% |