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 | $4,843,700 | -4.5% | 82,770 | -0.9% | 2.07% | -14.0% |
| Q1 2024 | $5,074,523 | +9.2% | 83,545 | +398.4% | 2.41% | -3.4% |
| Q4 2023 | $4,646,143 | +9.9% | 16,764 | -1.1% | 2.49% | +3.8% |
| Q3 2023 | $4,226,233 | +97391.0% | 16,949 | +2.2% | 2.40% | -22.6% |
| Q2 2023 | $4,335 | -99.9% | 16,579 | -1.2% | 3.10% | +22.8% |
| Q1 2023 | $4,197,435 | +9.1% | 16,779 | +5.5% | 2.52% | -3.4% |
| Q4 2022 | $3,847,986 | +13.0% | 15,908 | +2.4% | 2.61% | +10.5% |
| Q3 2022 | $3,405,000 | -8.9% | 15,528 | -1.0% | 2.36% | +6.1% |
| Q2 2022 | $3,738,000 | -11.7% | 15,689 | -0.5% | 2.23% | +13.5% |
| Q1 2022 | $4,233,000 | -28.9% | 15,775 | -25.0% | 1.96% | -24.1% |
| Q4 2021 | $5,952,000 | -12.7% | 21,027 | -18.9% | 2.59% | +4.6% |
| Q3 2021 | $6,818,000 | +0.7% | 25,918 | +2.8% | 2.47% | +0.7% |
| Q2 2021 | $6,772,000 | -1.0% | 25,201 | -4.1% | 2.46% | -7.5% |
| Q1 2021 | $6,839,000 | +13.2% | 26,276 | -0.0% | 2.66% | +4.9% |
| Q4 2020 | $6,042,000 | +28.2% | 26,288 | +3.3% | 2.53% | +3.7% |
| Q3 2020 | $4,714,000 | +2.4% | 25,439 | -1.8% | 2.44% | -5.1% |
| Q2 2020 | $4,605,000 | +24.1% | 25,900 | +0.1% | 2.57% | -44.1% |
| Q1 2020 | $3,711,000 | -72.9% | 25,870 | -61.1% | 4.60% | -36.2% |
| Q4 2019 | $13,671,000 | +27.1% | 66,423 | +19.4% | 7.21% | +0.8% |
| Q3 2019 | $10,753,000 | -4.1% | 55,646 | -3.5% | 7.16% | -4.3% |
| Q2 2019 | $11,207,000 | +3.1% | 57,689 | +0.5% | 7.48% | -4.1% |
| Q1 2019 | $10,874,000 | +11.7% | 57,394 | -2.1% | 7.79% | +3.0% |
| Q4 2018 | $9,739,000 | -21.5% | 58,649 | -5.0% | 7.57% | -8.6% |
| Q3 2018 | $12,401,000 | +2.1% | 61,749 | -0.9% | 8.28% | -5.7% |
| Q2 2018 | $12,145,000 | -8.8% | 62,335 | -12.1% | 8.78% | -9.8% |
| Q1 2018 | $13,317,000 | – | 70,898 | – | 9.74% | – |
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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% |