ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,291 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.06 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $8,083,134 | -12.4% | 138,126 | -9.1% | 1.06% | -12.1% |
Q1 2024 | $9,224,705 | +12.4% | 151,872 | +413.1% | 1.21% | +4.1% |
Q4 2023 | $8,203,640 | +12.6% | 29,600 | +1.3% | 1.16% | +5.0% |
Q3 2023 | $7,286,256 | -2.9% | 29,221 | +1.9% | 1.10% | -1.1% |
Q2 2023 | $7,500,554 | +6.7% | 28,685 | +2.1% | 1.12% | +1.6% |
Q1 2023 | $7,027,495 | -4.4% | 28,092 | -7.7% | 1.10% | -6.7% |
Q4 2022 | $7,350,795 | +19.2% | 30,433 | +8.2% | 1.18% | +6.6% |
Q3 2022 | $6,167,000 | +21.5% | 28,125 | +25.4% | 1.10% | +25.6% |
Q2 2022 | $5,076,000 | +15.0% | 22,431 | +36.4% | 0.88% | +27.9% |
Q1 2022 | $4,412,000 | +2.4% | 16,443 | +8.1% | 0.69% | +2.1% |
Q4 2021 | $4,308,000 | +17.1% | 15,217 | +8.8% | 0.67% | +6.8% |
Q3 2021 | $3,678,000 | +2.1% | 13,981 | +4.3% | 0.63% | +2.1% |
Q2 2021 | $3,603,000 | +16.2% | 13,406 | +12.5% | 0.62% | +6.2% |
Q1 2021 | $3,101,000 | +26.2% | 11,913 | +11.8% | 0.58% | +16.7% |
Q4 2020 | $2,458,000 | +24.8% | 10,651 | +0.2% | 0.50% | +7.6% |
Q3 2020 | $1,970,000 | +17.7% | 10,633 | +12.9% | 0.46% | +0.2% |
Q2 2020 | $1,674,000 | +3.0% | 9,415 | -15.8% | 0.46% | -17.8% |
Q1 2020 | $1,626,000 | -54.4% | 11,178 | -35.5% | 0.56% | -49.0% |
Q4 2019 | $3,569,000 | +7.3% | 17,342 | +0.7% | 1.10% | -1.6% |
Q3 2019 | $3,327,000 | -0.9% | 17,216 | -0.4% | 1.12% | -5.6% |
Q2 2019 | $3,357,000 | +2.5% | 17,280 | -0.0% | 1.19% | -1.7% |
Q1 2019 | $3,274,000 | +113.3% | 17,286 | +87.0% | 1.21% | +85.3% |
Q4 2018 | $1,535,000 | +7.6% | 9,246 | +30.5% | 0.65% | +14.2% |
Q3 2018 | $1,426,000 | +12.4% | 7,085 | +8.7% | 0.57% | -30.4% |
Q2 2018 | $1,269,000 | +14.5% | 6,516 | +10.3% | 0.82% | -27.0% |
Q1 2018 | $1,108,000 | -99.9% | 5,906 | +1.4% | 1.12% | +0.7% |
Q4 2017 | $1,105,658,000 | – | 5,826 | – | 1.11% | – |
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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% |