ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,889 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $19,494,715 | -3.3% | 333,129 | +0.3% | 0.54% | -3.6% |
Q1 2024 | $20,164,532 | +9.1% | 331,981 | +397.9% | 0.56% | +1.8% |
Q4 2023 | $18,478,174 | +17.1% | 66,672 | +5.4% | 0.55% | +4.6% |
Q3 2023 | $15,775,902 | +24.8% | 63,268 | +30.9% | 0.52% | +18.3% |
Q2 2023 | $12,636,310 | +4.7% | 48,326 | +0.2% | 0.44% | +2.3% |
Q1 2023 | $12,064,743 | +1.7% | 48,228 | -1.6% | 0.43% | -4.4% |
Q4 2022 | $11,859,167 | +7.7% | 49,027 | -2.4% | 0.45% | -0.7% |
Q3 2022 | $11,013,000 | -4.0% | 50,228 | -0.9% | 0.46% | +0.9% |
Q2 2022 | $11,468,000 | -15.5% | 50,693 | +0.3% | 0.45% | -1.1% |
Q1 2022 | $13,568,000 | -3.8% | 50,562 | +1.5% | 0.46% | +1.3% |
Q4 2021 | $14,100,000 | +10.3% | 49,810 | +2.5% | 0.45% | +3.0% |
Q3 2021 | $12,789,000 | -1.5% | 48,615 | +0.6% | 0.44% | -2.7% |
Q2 2021 | $12,982,000 | +1.0% | 48,310 | -2.1% | 0.45% | -5.7% |
Q1 2021 | $12,848,000 | +10.2% | 49,362 | -2.7% | 0.48% | -10.5% |
Q4 2020 | $11,664,000 | +24.6% | 50,752 | +0.5% | 0.53% | +9.7% |
Q3 2020 | $9,361,000 | +3.2% | 50,516 | -1.0% | 0.48% | -4.3% |
Q2 2020 | $9,073,000 | +19.2% | 51,023 | -3.5% | 0.51% | -6.5% |
Q1 2020 | $7,609,000 | -32.6% | 52,891 | -3.6% | 0.54% | -14.8% |
Q4 2019 | $11,287,000 | -0.4% | 54,841 | -6.5% | 0.64% | -7.3% |
Q3 2019 | $11,338,000 | -3.5% | 58,674 | -3.0% | 0.69% | -4.5% |
Q2 2019 | $11,751,000 | +2.3% | 60,489 | -0.3% | 0.72% | +0.7% |
Q1 2019 | $11,492,000 | +13.0% | 60,675 | -0.9% | 0.71% | +3.8% |
Q4 2018 | $10,170,000 | -18.9% | 61,245 | -1.7% | 0.69% | -6.3% |
Q3 2018 | $12,539,000 | +4.4% | 62,294 | +1.0% | 0.73% | +2.4% |
Q2 2018 | $12,013,000 | +2.3% | 61,673 | -1.5% | 0.72% | -4.4% |
Q1 2018 | $11,738,000 | -5.5% | 62,581 | -4.4% | 0.75% | -4.2% |
Q4 2017 | $12,419,000 | +2.0% | 65,437 | -3.9% | 0.78% | -17.1% |
Q3 2017 | $12,179,000 | +2.2% | 68,077 | -0.6% | 0.94% | -2.5% |
Q2 2017 | $11,913,000 | +2.0% | 68,483 | +0.4% | 0.97% | -0.2% |
Q1 2017 | $11,681,000 | +2.2% | 68,222 | -1.3% | 0.97% | -8.5% |
Q4 2016 | $11,427,000 | +10.1% | 69,114 | +3.0% | 1.06% | +10.7% |
Q3 2016 | $10,376,000 | +58.5% | 67,069 | +53.0% | 0.96% | +22.7% |
Q2 2016 | $6,547,000 | – | 43,826 | – | 0.78% | – |
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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% |