ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 710 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.27 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,674,102 | +156.4% | 28,600 | +166.0% | 0.00% | – |
| Q1 2024 | $653,009 | -65.6% | 10,750 | +56.9% | 0.00% | – |
| Q4 2023 | $1,898,513 | +1169.1% | 6,850 | +1041.7% | 0.00% | – |
| Q3 2023 | $149,592 | -92.7% | 600 | -92.3% | 0.00% | -100.0% |
| Q2 2023 | $2,039,662 | +45.6% | 7,800 | +39.3% | 0.00% | 0.0% |
| Q1 2023 | $1,400,869 | +86.9% | 5,600 | +80.6% | 0.00% | – |
| Q4 2022 | $749,720 | -57.8% | 3,100 | -61.7% | 0.00% | -100.0% |
| Q3 2022 | $1,775,000 | +336.1% | 8,090 | +349.4% | 0.00% | – |
| Q2 2022 | $407,000 | -23.1% | 1,800 | -8.6% | 0.00% | – |
| Q1 2022 | $529,000 | -15.1% | 1,970 | -10.5% | 0.00% | – |
| Q4 2021 | $623,000 | +27.9% | 2,200 | +18.9% | 0.00% | – |
| Q3 2021 | $487,000 | -30.3% | 1,850 | -28.8% | 0.00% | – |
| Q2 2021 | $699,000 | -21.0% | 2,600 | -23.5% | 0.00% | – |
| Q1 2021 | $885,000 | +284.8% | 3,400 | +240.0% | 0.00% | – |
| Q4 2020 | $230,000 | -48.1% | 1,000 | -58.2% | 0.00% | – |
| Q3 2020 | $443,000 | +56.5% | 2,390 | +50.3% | 0.00% | – |
| Q2 2020 | $283,000 | -75.2% | 1,590 | -80.0% | 0.00% | -100.0% |
| Q1 2020 | $1,142,000 | -54.9% | 7,940 | -35.4% | 0.00% | 0.0% |
| Q4 2019 | $2,532,000 | +103.0% | 12,300 | +90.5% | 0.00% | 0.0% |
| Q3 2019 | $1,247,000 | +64.3% | 6,455 | +65.3% | 0.00% | – |
| Q2 2019 | $759,000 | +39.0% | 3,905 | +35.4% | 0.00% | – |
| Q1 2019 | $546,000 | -73.0% | 2,885 | -76.3% | 0.00% | -100.0% |
| Q4 2018 | $2,022,000 | +202.2% | 12,175 | +266.2% | 0.00% | – |
| Q3 2018 | $669,000 | -75.6% | 3,325 | -76.4% | 0.00% | -100.0% |
| Q2 2018 | $2,739,000 | +126.0% | 14,065 | +117.6% | 0.00% | +100.0% |
| Q1 2018 | $1,212,000 | +402.9% | 6,465 | +411.1% | 0.00% | – |
| Q4 2017 | $241,000 | -66.4% | 1,265 | -69.3% | 0.00% | -100.0% |
| Q2 2017 | $717,000 | -33.0% | 4,125 | -34.0% | 0.00% | 0.0% |
| Q1 2017 | $1,070,000 | +86.7% | 6,250 | +80.9% | 0.00% | 0.0% |
| Q4 2016 | $573,000 | +653.9% | 3,455 | +605.1% | 0.00% | – |
| Q3 2016 | $76,000 | -12.6% | 490 | -15.5% | 0.00% | – |
| Q2 2016 | $87,000 | +19.2% | 580 | +14.9% | 0.00% | – |
| Q1 2016 | $73,000 | -53.8% | 505 | -54.9% | 0.00% | – |
| Q4 2015 | $158,000 | +0.6% | 1,120 | -4.0% | 0.00% | – |
| Q3 2015 | $157,000 | – | 1,167 | – | 0.00% | – |
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% |