ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,849 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $7,491,457 | +6.8% | 128,015 | +10.9% | 7.00% | +1.3% |
Q1 2024 | $7,012,962 | -15.6% | 115,458 | +285.3% | 6.90% | -16.7% |
Q4 2023 | $8,304,960 | +12.9% | 29,965 | +1.6% | 8.29% | +9.3% |
Q3 2023 | $7,356,039 | -2.4% | 29,500 | +2.3% | 7.58% | +2.8% |
Q2 2023 | $7,539,000 | +7.8% | 28,831 | +3.1% | 7.38% | +2.6% |
Q1 2023 | $6,993,000 | -1.9% | 27,952 | -5.1% | 7.19% | -12.2% |
Q4 2022 | $7,125,000 | +18.2% | 29,457 | +7.2% | 8.19% | -9.7% |
Q3 2022 | $6,027,000 | -1.5% | 27,489 | +1.7% | 9.08% | -0.5% |
Q2 2022 | $6,116,000 | -3.6% | 27,035 | +14.3% | 9.12% | -37.1% |
Q1 2022 | $6,347,000 | +17.5% | 23,655 | +23.9% | 14.52% | +120.6% |
Q4 2021 | $5,404,000 | +161.1% | 19,088 | +142.6% | 6.58% | +6.7% |
Q3 2021 | $2,070,000 | -67.5% | 7,869 | -66.8% | 6.17% | +142.5% |
Q2 2021 | $6,373,000 | -0.9% | 23,716 | -4.0% | 2.54% | -24.6% |
Q1 2021 | $6,430,000 | +17.5% | 24,704 | +3.7% | 3.37% | +4.3% |
Q4 2020 | $5,474,000 | +38.8% | 23,818 | +11.9% | 3.23% | +11.7% |
Q3 2020 | $3,944,000 | +12.4% | 21,285 | +7.9% | 2.89% | -9.6% |
Q2 2020 | $3,509,000 | +22.8% | 19,732 | -0.6% | 3.20% | +0.1% |
Q1 2020 | $2,857,000 | -27.8% | 19,860 | +3.3% | 3.20% | -4.3% |
Q4 2019 | $3,955,000 | – | 19,218 | – | 3.34% | – |
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% |