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 | $123,184 | -3.7% | 2,105 | 0.0% | 0.06% | -3.1% |
Q1 2024 | $127,856 | +30.7% | 2,105 | +496.3% | 0.06% | +30.0% |
Q4 2023 | $97,829 | +356.2% | 353 | +310.5% | 0.05% | +284.6% |
Q3 2023 | $21,443 | +121.7% | 86 | +132.4% | 0.01% | +116.7% |
Q2 2023 | $9,674 | +4.5% | 37 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $9,255 | +3.4% | 37 | 0.0% | 0.01% | +20.0% |
Q4 2022 | $8,949 | +11.9% | 37 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $8,000 | 0.0% | 37 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $8,000 | -83.7% | 37 | -79.8% | 0.01% | -83.3% |
Q1 2022 | $49,000 | -5.8% | 183 | 0.0% | 0.03% | -6.2% |
Q4 2021 | $52,000 | +2.0% | 183 | -5.7% | 0.03% | -5.9% |
Q3 2021 | $51,000 | -1.9% | 194 | 0.0% | 0.03% | -2.9% |
Q2 2021 | $52,000 | -14.8% | 194 | -17.1% | 0.04% | -16.7% |
Q1 2021 | $61,000 | -1.6% | 234 | -13.0% | 0.04% | -8.7% |
Q4 2020 | $62,000 | +169.6% | 269 | +116.9% | 0.05% | +130.0% |
Q3 2020 | $23,000 | +155.6% | 124 | +138.5% | 0.02% | +150.0% |
Q2 2020 | $9,000 | -65.4% | 52 | -62.6% | 0.01% | -52.9% |
Q4 2017 | $26,000 | -70.1% | 139 | -71.3% | 0.02% | -70.2% |
Q3 2017 | $87,000 | -37.0% | 484 | -39.0% | 0.06% | -35.2% |
Q2 2017 | $138,000 | 0.0% | 793 | -1.5% | 0.09% | 0.0% |
Q1 2017 | $138,000 | -19.8% | 805 | -22.8% | 0.09% | -13.7% |
Q4 2016 | $172,000 | +0.6% | 1,043 | -5.4% | 0.10% | +1.0% |
Q3 2016 | $171,000 | +3.6% | 1,103 | 0.0% | 0.10% | +5.2% |
Q2 2016 | $165,000 | +3.8% | 1,103 | 0.0% | 0.10% | +15.7% |
Q1 2016 | $159,000 | +3.2% | 1,103 | 0.0% | 0.08% | +2.5% |
Q4 2015 | $154,000 | -3.8% | 1,103 | -6.0% | 0.08% | -10.0% |
Q3 2015 | $160,000 | -9.1% | 1,173 | 0.0% | 0.09% | +1.1% |
Q2 2015 | $176,000 | 0.0% | 1,173 | +1.0% | 0.09% | 0.0% |
Q1 2015 | $176,000 | -4.3% | 1,161 | -8.8% | 0.09% | -3.3% |
Q4 2014 | $184,000 | +5.7% | 1,273 | 0.0% | 0.09% | +7.0% |
Q3 2014 | $174,000 | -4.4% | 1,273 | 0.0% | 0.09% | -2.3% |
Q2 2014 | $182,000 | +4.0% | 1,273 | 0.0% | 0.09% | +4.8% |
Q1 2014 | $175,000 | +2.9% | 1,273 | 0.0% | 0.08% | +6.3% |
Q4 2013 | $170,000 | +7.6% | 1,273 | 0.0% | 0.08% | +1.3% |
Q3 2013 | $158,000 | -4.8% | 1,273 | -11.5% | 0.08% | -4.9% |
Q2 2013 | $166,000 | – | 1,438 | – | 0.08% | – |
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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% |