ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,283 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $859,598 | -10.6% | 14,689 | -7.2% | 0.15% | -9.1% |
Q1 2024 | $961,413 | -16.9% | 15,829 | +279.1% | 0.16% | -25.1% |
Q4 2023 | $1,157,068 | +11.4% | 4,175 | +0.3% | 0.22% | -0.5% |
Q3 2023 | $1,038,218 | -3.9% | 4,164 | +0.8% | 0.22% | +1.9% |
Q2 2023 | $1,080,101 | -1.2% | 4,131 | -5.5% | 0.22% | -6.5% |
Q1 2023 | $1,093,198 | +17.2% | 4,370 | +13.3% | 0.23% | +9.5% |
Q4 2022 | $932,584 | +11.2% | 3,856 | +0.8% | 0.21% | +1.0% |
Q3 2022 | $839,000 | +7.8% | 3,827 | +11.2% | 0.21% | +11.2% |
Q2 2022 | $778,000 | -15.6% | 3,440 | +0.1% | 0.19% | -3.1% |
Q1 2022 | $922,000 | +17.9% | 3,437 | +24.3% | 0.19% | +21.2% |
Q4 2021 | $782,000 | +7.6% | 2,764 | 0.0% | 0.16% | -0.6% |
Q3 2021 | $727,000 | -4.0% | 2,764 | -2.0% | 0.16% | -1.2% |
Q2 2021 | $757,000 | +1.7% | 2,819 | -1.4% | 0.16% | -9.4% |
Q1 2021 | $744,000 | +11.9% | 2,860 | -1.1% | 0.18% | +4.0% |
Q4 2020 | $665,000 | +36.3% | 2,892 | +9.8% | 0.17% | +18.5% |
Q3 2020 | $488,000 | -8.1% | 2,633 | -11.8% | 0.15% | -16.6% |
Q2 2020 | $531,000 | +23.8% | 2,986 | +0.2% | 0.18% | +8.7% |
Q1 2020 | $429,000 | -32.9% | 2,981 | -3.9% | 0.16% | -19.9% |
Q4 2019 | $639,000 | +1.4% | 3,103 | -4.9% | 0.20% | -6.5% |
Q3 2019 | $630,000 | -1.7% | 3,263 | -1.1% | 0.22% | -4.9% |
Q2 2019 | $641,000 | -7.4% | 3,299 | -9.8% | 0.23% | -11.0% |
Q1 2019 | $692,000 | +14.0% | 3,656 | 0.0% | 0.25% | +4.1% |
Q4 2018 | $607,000 | – | 3,656 | – | 0.24% | – |
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% |