ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 512 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.86 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,026,878 | -2.2% | 68,812 | +1.5% | 0.29% | -4.6% |
| Q1 2024 | $4,118,779 | +21.1% | 67,810 | +452.7% | 0.30% | +13.5% |
| Q4 2023 | $3,400,354 | +60.2% | 12,269 | +44.1% | 0.27% | +30.4% |
| Q3 2023 | $2,122,717 | -5.0% | 8,513 | -0.4% | 0.20% | -36.1% |
| Q2 2023 | $2,233,824 | +4.2% | 8,543 | -0.3% | 0.32% | +1.9% |
| Q1 2023 | $2,142,871 | +3.4% | 8,566 | -0.0% | 0.31% | +3.6% |
| Q4 2022 | $2,072,756 | +10.7% | 8,569 | +0.4% | 0.30% | -1.3% |
| Q3 2022 | $1,872,000 | -3.0% | 8,536 | +0.1% | 0.31% | +3.7% |
| Q2 2022 | $1,930,000 | -15.4% | 8,531 | +0.3% | 0.30% | -3.3% |
| Q1 2022 | $2,282,000 | -5.6% | 8,504 | -0.4% | 0.30% | -1.9% |
| Q4 2021 | $2,417,000 | +2.2% | 8,539 | -5.0% | 0.31% | -5.2% |
| Q3 2021 | $2,364,000 | -3.2% | 8,986 | -1.1% | 0.33% | -2.4% |
| Q2 2021 | $2,441,000 | +3.2% | 9,086 | 0.0% | 0.34% | -1.2% |
| Q1 2021 | $2,365,000 | +11.3% | 9,086 | -1.7% | 0.34% | +5.3% |
| Q4 2020 | $2,125,000 | +18.6% | 9,246 | -4.3% | 0.32% | +8.4% |
| Q3 2020 | $1,791,000 | -5.8% | 9,666 | -9.7% | 0.30% | -12.1% |
| Q2 2020 | $1,902,000 | +25.8% | 10,700 | +1.8% | 0.34% | +9.7% |
| Q1 2020 | $1,512,000 | -30.5% | 10,515 | -0.5% | 0.31% | -9.6% |
| Q4 2019 | $2,174,000 | +6.6% | 10,563 | +0.1% | 0.34% | -4.2% |
| Q3 2019 | $2,039,000 | -1.8% | 10,552 | -1.3% | 0.36% | -3.8% |
| Q2 2019 | $2,076,000 | +2.4% | 10,686 | -0.2% | 0.37% | +0.5% |
| Q1 2019 | $2,028,000 | +11.6% | 10,704 | -2.2% | 0.37% | +25.5% |
| Q4 2018 | $1,817,000 | -29.3% | 10,942 | -14.3% | 0.29% | -29.3% |
| Q3 2018 | $2,569,000 | -22.6% | 12,764 | -25.1% | 0.42% | -30.0% |
| Q2 2018 | $3,319,000 | -31.2% | 17,043 | -33.8% | 0.59% | -24.8% |
| Q1 2018 | $4,826,000 | -2.4% | 25,732 | -1.3% | 0.79% | +1.4% |
| Q4 2017 | $4,945,000 | +5.9% | 26,058 | -0.2% | 0.78% | +4.3% |
| Q3 2017 | $4,671,000 | +3.3% | 26,109 | +0.5% | 0.75% | +1.5% |
| Q2 2017 | $4,521,000 | +1.3% | 25,989 | -0.3% | 0.74% | -0.7% |
| Q1 2017 | $4,465,000 | +4.2% | 26,078 | +0.7% | 0.74% | +0.7% |
| Q4 2016 | $4,283,000 | +6.4% | 25,902 | -0.4% | 0.74% | +5.0% |
| Q3 2016 | $4,025,000 | +3.6% | 26,017 | +0.0% | 0.70% | +3.2% |
| Q2 2016 | $3,885,000 | +3.3% | 26,006 | -0.3% | 0.68% | +2.7% |
| Q1 2016 | $3,760,000 | +3.2% | 26,079 | -0.2% | 0.66% | +1.5% |
| Q4 2015 | $3,642,000 | +3.8% | 26,141 | +1.7% | 0.65% | -0.6% |
| Q3 2015 | $3,510,000 | -10.2% | 25,693 | -1.4% | 0.66% | +2.7% |
| Q2 2015 | $3,908,000 | -2.0% | 26,061 | -0.7% | 0.64% | +0.3% |
| Q1 2015 | $3,988,000 | +3.9% | 26,241 | -1.0% | 0.64% | +5.6% |
| Q4 2014 | $3,840,000 | +6.2% | 26,519 | +0.3% | 0.60% | +3.8% |
| Q3 2014 | $3,615,000 | -7.7% | 26,436 | -3.4% | 0.58% | -2.4% |
| Q2 2014 | $3,916,000 | +3.5% | 27,369 | -0.5% | 0.59% | +8.2% |
| Q1 2014 | $3,783,000 | +3.7% | 27,517 | +0.9% | 0.55% | +5.0% |
| Q4 2013 | $3,649,000 | +9.2% | 27,274 | +1.3% | 0.52% | +5.0% |
| Q3 2013 | $3,342,000 | +5.1% | 26,923 | -2.2% | 0.50% | +4.2% |
| Q2 2013 | $3,181,000 | – | 27,538 | – | 0.48% | – |
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% |