ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 552 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $482,790 | -3.7% | 8,250 | 0.0% | 0.09% | -4.2% |
| Q1 2024 | $501,105 | +9.6% | 8,250 | +400.0% | 0.10% | +3.2% |
| Q4 2023 | $457,298 | +11.1% | 1,650 | 0.0% | 0.09% | +3.3% |
| Q3 2023 | $411,428 | -4.6% | 1,650 | 0.0% | 0.09% | +1.1% |
| Q2 2023 | $431,442 | +4.5% | 1,650 | 0.0% | 0.09% | -1.1% |
| Q1 2023 | $412,764 | +3.4% | 1,650 | 0.0% | 0.09% | +2.3% |
| Q4 2022 | $399,119 | +10.3% | 1,650 | 0.0% | 0.09% | 0.0% |
| Q3 2022 | $362,000 | -2.9% | 1,650 | 0.0% | 0.09% | 0.0% |
| Q2 2022 | $373,000 | -15.8% | 1,650 | 0.0% | 0.09% | +1.1% |
| Q1 2022 | $443,000 | -5.1% | 1,650 | 0.0% | 0.09% | +1.2% |
| Q4 2021 | $467,000 | +7.6% | 1,650 | 0.0% | 0.09% | -2.3% |
| Q3 2021 | $434,000 | -2.0% | 1,650 | 0.0% | 0.09% | 0.0% |
| Q2 2021 | $443,000 | +3.3% | 1,650 | 0.0% | 0.09% | -1.1% |
| Q1 2021 | $429,000 | +13.2% | 1,650 | 0.0% | 0.09% | +7.2% |
| Q4 2020 | $379,000 | +23.9% | 1,650 | 0.0% | 0.08% | +5.1% |
| Q3 2020 | $306,000 | +6.6% | 1,650 | 0.0% | 0.08% | +19.7% |
| Q2 2017 | $287,000 | +1.4% | 1,650 | 0.0% | 0.07% | +17.9% |
| Q1 2017 | $283,000 | +3.7% | 1,650 | 0.0% | 0.06% | 0.0% |
| Q4 2016 | $273,000 | +7.1% | 1,650 | 0.0% | 0.06% | 0.0% |
| Q3 2016 | $255,000 | +3.7% | 1,650 | 0.0% | 0.06% | -1.8% |
| Q2 2016 | $246,000 | +3.4% | 1,650 | 0.0% | 0.06% | +7.5% |
| Q1 2016 | $238,000 | +3.5% | 1,650 | 0.0% | 0.05% | +1.9% |
| Q4 2015 | $230,000 | +2.2% | 1,650 | 0.0% | 0.05% | +4.0% |
| Q3 2015 | $225,000 | -8.9% | 1,650 | 0.0% | 0.05% | +6.4% |
| Q2 2015 | $247,000 | -1.6% | 1,650 | 0.0% | 0.05% | 0.0% |
| Q1 2015 | $251,000 | +5.0% | 1,650 | 0.0% | 0.05% | +11.9% |
| Q4 2014 | $239,000 | +5.8% | 1,650 | 0.0% | 0.04% | +13.5% |
| Q3 2014 | $226,000 | -4.2% | 1,650 | 0.0% | 0.04% | +5.7% |
| Q2 2014 | $236,000 | +4.0% | 1,650 | 0.0% | 0.04% | 0.0% |
| Q1 2014 | $227,000 | +2.7% | 1,650 | 0.0% | 0.04% | -2.8% |
| Q4 2013 | $221,000 | +7.8% | 1,650 | 0.0% | 0.04% | -10.0% |
| Q3 2013 | $205,000 | – | 1,650 | – | 0.04% | – |
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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% |