ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 529 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,574,976 | -0.7% | 44,001 | +3.1% | 0.31% | -3.7% |
Q1 2024 | $2,592,436 | +10.4% | 42,681 | +403.7% | 0.32% | +1.6% |
Q4 2023 | $2,348,332 | +11.8% | 8,473 | +0.6% | 0.32% | -0.6% |
Q3 2023 | $2,100,438 | -3.5% | 8,424 | +1.2% | 0.32% | +0.3% |
Q2 2023 | $2,176,469 | +3.1% | 8,324 | -1.4% | 0.32% | +0.9% |
Q1 2023 | $2,111,474 | -4.2% | 8,440 | -7.4% | 0.32% | -9.7% |
Q4 2022 | $2,203,687 | +10.3% | 9,110 | -0.0% | 0.35% | -4.4% |
Q3 2022 | $1,998,000 | -1.5% | 9,114 | +1.6% | 0.37% | +3.4% |
Q2 2022 | $2,029,000 | -17.6% | 8,969 | -2.3% | 0.35% | -5.9% |
Q1 2022 | $2,463,000 | -7.1% | 9,180 | -2.0% | 0.38% | -5.8% |
Q4 2021 | $2,651,000 | +9.0% | 9,364 | +1.3% | 0.40% | +0.3% |
Q3 2021 | $2,433,000 | -4.3% | 9,247 | -2.3% | 0.40% | -5.5% |
Q2 2021 | $2,542,000 | +6.3% | 9,460 | +3.0% | 0.42% | -5.2% |
Q1 2021 | $2,391,000 | +24.3% | 9,185 | +9.7% | 0.44% | +13.6% |
Q4 2020 | $1,924,000 | +21.5% | 8,370 | -2.1% | 0.39% | +4.3% |
Q3 2020 | $1,584,000 | +0.6% | 8,550 | -3.4% | 0.38% | -10.1% |
Q2 2020 | $1,574,000 | +21.6% | 8,854 | -1.6% | 0.42% | -5.0% |
Q1 2020 | $1,294,000 | -43.9% | 8,994 | -19.7% | 0.44% | -18.9% |
Q4 2019 | $2,305,000 | +3.2% | 11,199 | -3.1% | 0.54% | -5.1% |
Q3 2019 | $2,234,000 | -2.0% | 11,563 | -1.5% | 0.57% | -3.4% |
Q2 2019 | $2,280,000 | -1.1% | 11,737 | -3.6% | 0.59% | -3.1% |
Q1 2019 | $2,306,000 | +7.6% | 12,177 | -5.6% | 0.61% | -4.5% |
Q4 2018 | $2,143,000 | -17.8% | 12,904 | -0.4% | 0.64% | -2.6% |
Q3 2018 | $2,608,000 | -0.6% | 12,958 | -3.8% | 0.66% | -5.9% |
Q2 2018 | $2,623,000 | -0.5% | 13,466 | -4.2% | 0.70% | -5.7% |
Q1 2018 | $2,636,000 | +0.2% | 14,054 | +0.6% | 0.74% | +1.8% |
Q4 2017 | $2,632,000 | -0.8% | 13,968 | -6.4% | 0.72% | -1.0% |
Q3 2017 | $2,653,000 | +2.3% | 14,931 | -0.5% | 0.73% | +0.1% |
Q2 2017 | $2,593,000 | -1.3% | 15,006 | -2.8% | 0.73% | -6.0% |
Q1 2017 | $2,627,000 | -2.0% | 15,444 | -5.3% | 0.78% | -9.0% |
Q4 2016 | $2,681,000 | +11.0% | 16,314 | +3.9% | 0.86% | +1.8% |
Q3 2016 | $2,415,000 | +2.2% | 15,709 | -1.4% | 0.84% | -0.8% |
Q2 2016 | $2,364,000 | +1.4% | 15,924 | -2.1% | 0.85% | -4.8% |
Q1 2016 | $2,331,000 | -1.0% | 16,264 | -4.3% | 0.89% | -7.4% |
Q4 2015 | $2,355,000 | -1.5% | 17,002 | -3.4% | 0.96% | -9.3% |
Q3 2015 | $2,392,000 | -8.5% | 17,607 | +0.5% | 1.06% | -11.0% |
Q2 2015 | $2,613,000 | -1.0% | 17,521 | +0.3% | 1.19% | -3.1% |
Q1 2015 | $2,639,000 | +6.5% | 17,464 | +1.4% | 1.23% | -1.0% |
Q4 2014 | $2,479,000 | +5.4% | 17,223 | +0.1% | 1.24% | +0.6% |
Q3 2014 | $2,352,000 | -13.8% | 17,198 | -9.8% | 1.23% | -15.2% |
Q2 2014 | $2,729,000 | +3.3% | 19,071 | -0.8% | 1.46% | -4.0% |
Q1 2014 | $2,643,000 | +1.5% | 19,229 | -1.2% | 1.52% | -2.6% |
Q4 2013 | $2,604,000 | +6.8% | 19,461 | -0.9% | 1.56% | -2.1% |
Q3 2013 | $2,438,000 | +7.6% | 19,637 | +0.1% | 1.59% | -0.9% |
Q2 2013 | $2,266,000 | -1.6% | 19,622 | -2.0% | 1.60% | -2.9% |
Q1 2013 | $2,304,000 | +11.8% | 20,020 | -1.2% | 1.65% | +4.0% |
Q4 2012 | $2,061,000 | +1.3% | 20,270 | -1.7% | 1.59% | +2.6% |
Q3 2012 | $2,034,000 | +5.4% | 20,615 | +0.6% | 1.55% | -0.6% |
Q2 2012 | $1,930,000 | -6.0% | 20,490 | -1.0% | 1.56% | -10.1% |
Q1 2012 | $2,053,000 | +3.3% | 20,687 | -8.8% | 1.73% | -9.8% |
Q4 2011 | $1,987,000 | – | 22,681 | – | 1.92% | – |
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% |