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 | $5,836,433 | -5.6% | 99,734 | -2.0% | 0.17% | -9.8% |
| Q1 2024 | $6,179,634 | -17.5% | 101,739 | +276.5% | 0.19% | -32.3% |
| Q4 2023 | $7,488,593 | -0.7% | 27,020 | -10.7% | 0.28% | -11.2% |
| Q3 2023 | $7,542,675 | -4.2% | 30,249 | +0.5% | 0.32% | +13.8% |
| Q2 2023 | $7,870,560 | +4.2% | 30,100 | -0.3% | 0.28% | -3.8% |
| Q1 2023 | $7,551,379 | +5.0% | 30,186 | +1.5% | 0.29% | -2.7% |
| Q4 2022 | $7,192,191 | +9.9% | 29,733 | -0.4% | 0.30% | +1.7% |
| Q3 2022 | $6,543,000 | -3.0% | 29,843 | +0.0% | 0.30% | -2.3% |
| Q2 2022 | $6,748,000 | -15.8% | 29,829 | -0.1% | 0.30% | -5.3% |
| Q1 2022 | $8,010,000 | +4.7% | 29,852 | +10.4% | 0.32% | -18.2% |
| Q4 2021 | $7,653,000 | +9.5% | 27,037 | +1.7% | 0.39% | +12.0% |
| Q3 2021 | $6,990,459 | -4.1% | 26,573 | -2.1% | 0.35% | -4.4% |
| Q2 2021 | $7,291,251 | +2.8% | 27,132 | -0.4% | 0.36% | -10.3% |
| Q1 2021 | $7,091,593 | +16.7% | 27,246 | +3.1% | 0.41% | +1.5% |
| Q4 2020 | $6,074,923 | +14.3% | 26,432 | -7.8% | 0.40% | -5.9% |
| Q3 2020 | $5,315,042 | +1.9% | 28,682 | -2.2% | 0.43% | -4.5% |
| Q2 2020 | $5,215,379 | +13.0% | 29,330 | -8.6% | 0.45% | -11.3% |
| Q1 2020 | $4,614,829 | -36.2% | 32,079 | -8.7% | 0.50% | -21.5% |
| Q4 2019 | $7,234,633 | -1.3% | 35,150 | -7.3% | 0.64% | -13.0% |
| Q3 2019 | $7,329,162 | -0.7% | 37,930 | -0.2% | 0.74% | -2.6% |
| Q2 2019 | $7,381,548 | +0.8% | 37,998 | -1.8% | 0.76% | -5.4% |
| Q1 2019 | $7,326,482 | +9.1% | 38,683 | -4.3% | 0.80% | -8.3% |
| Q4 2018 | $6,713,377 | -28.0% | 40,427 | -12.7% | 0.87% | -17.7% |
| Q3 2018 | $9,323,858 | +6.3% | 46,320 | +2.8% | 1.06% | -6.9% |
| Q2 2018 | $8,773,445 | +6.0% | 45,042 | +2.1% | 1.14% | -6.0% |
| Q1 2018 | $8,274,996 | +11.0% | 44,117 | +12.3% | 1.21% | +13.5% |
| Q4 2017 | $7,457,899 | +11.3% | 39,298 | +4.9% | 1.07% | -1.4% |
| Q3 2017 | $6,699,296 | +14.9% | 37,447 | +11.7% | 1.08% | -1.3% |
| Q2 2017 | $5,829,412 | -2.3% | 33,512 | -3.8% | 1.10% | -16.4% |
| Q1 2017 | $5,964,106 | +39.5% | 34,833 | +34.7% | 1.31% | +21.9% |
| Q4 2016 | $4,274,700 | +54.8% | 25,854 | +44.8% | 1.08% | +43.7% |
| Q3 2016 | $2,762,192 | +213.9% | 17,854 | +203.1% | 0.75% | +180.1% |
| Q2 2016 | $880,056 | +156.8% | 5,891 | +147.8% | 0.27% | +128.2% |
| Q1 2016 | $342,740 | – | 2,377 | – | 0.12% | – |
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% |