ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 600 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.83 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $904,252 | +21.2% | 15,452 | +25.8% | 0.00% | – |
Q1 2024 | $746,252 | +10.1% | 12,286 | +402.5% | 0.00% | – |
Q4 2023 | $677,632 | +10.2% | 2,445 | -0.8% | 0.00% | – |
Q3 2023 | $614,648 | -39.8% | 2,465 | -36.9% | 0.00% | – |
Q2 2023 | $1,021,341 | +2.9% | 3,906 | -1.5% | 0.00% | – |
Q1 2023 | $992,134 | -8.1% | 3,966 | -11.1% | 0.00% | – |
Q4 2022 | $1,079,071 | +22.5% | 4,461 | +10.9% | 0.00% | – |
Q3 2022 | $881,000 | -16.7% | 4,021 | -14.0% | 0.00% | – |
Q2 2022 | $1,058,000 | -14.2% | 4,676 | +1.8% | 0.00% | – |
Q1 2022 | $1,233,000 | -5.8% | 4,595 | -0.6% | 0.00% | – |
Q4 2021 | $1,309,000 | -9.8% | 4,624 | -16.2% | 0.00% | – |
Q3 2021 | $1,451,000 | -14.7% | 5,515 | -12.9% | 0.00% | – |
Q2 2021 | $1,701,000 | -3.4% | 6,329 | -6.4% | 0.00% | – |
Q1 2021 | $1,760,000 | +11.3% | 6,762 | -1.8% | 0.00% | – |
Q4 2020 | $1,582,000 | +16.5% | 6,885 | -6.1% | 0.00% | – |
Q3 2020 | $1,358,000 | -2.2% | 7,330 | -6.2% | 0.00% | – |
Q2 2020 | $1,389,000 | -95.0% | 7,814 | -95.9% | 0.00% | -100.0% |
Q1 2020 | $27,634,000 | +1540.0% | 192,084 | +2246.5% | 0.01% | +1100.0% |
Q4 2019 | $1,685,000 | -27.9% | 8,186 | -32.3% | 0.00% | 0.0% |
Q3 2019 | $2,338,000 | -2.3% | 12,099 | -1.8% | 0.00% | 0.0% |
Q2 2019 | $2,394,000 | +4.2% | 12,323 | +1.5% | 0.00% | 0.0% |
Q1 2019 | $2,298,000 | +37.4% | 12,136 | +20.5% | 0.00% | 0.0% |
Q4 2018 | $1,672,000 | -22.7% | 10,070 | -6.3% | 0.00% | 0.0% |
Q3 2018 | $2,163,000 | -4.8% | 10,745 | -7.9% | 0.00% | 0.0% |
Q2 2018 | $2,271,000 | +1.5% | 11,661 | -2.2% | 0.00% | 0.0% |
Q1 2018 | $2,237,000 | -3.5% | 11,928 | -2.3% | 0.00% | 0.0% |
Q4 2017 | $2,318,000 | +9.1% | 12,215 | +2.8% | 0.00% | 0.0% |
Q3 2017 | $2,125,000 | +13.2% | 11,881 | +10.1% | 0.00% | 0.0% |
Q2 2017 | $1,878,000 | +15.7% | 10,792 | +13.9% | 0.00% | 0.0% |
Q1 2017 | $1,623,000 | +16.3% | 9,477 | +12.3% | 0.00% | – |
Q4 2016 | $1,396,000 | +2.6% | 8,439 | -4.0% | 0.00% | – |
Q3 2016 | $1,360,000 | +11.6% | 8,792 | +7.7% | 0.00% | – |
Q2 2016 | $1,219,000 | +2.4% | 8,161 | -1.2% | 0.00% | – |
Q1 2016 | $1,191,000 | -0.9% | 8,260 | -4.3% | 0.00% | – |
Q4 2015 | $1,202,000 | -43.5% | 8,628 | -44.6% | 0.00% | -100.0% |
Q3 2015 | $2,128,000 | +15.2% | 15,579 | +26.5% | 0.00% | 0.0% |
Q2 2015 | $1,847,000 | +10.7% | 12,315 | +12.2% | 0.00% | 0.0% |
Q1 2015 | $1,668,000 | +3.9% | 10,974 | -1.0% | 0.00% | 0.0% |
Q4 2014 | $1,605,000 | +10.2% | 11,084 | +4.0% | 0.00% | 0.0% |
Q3 2014 | $1,457,000 | -4.8% | 10,658 | -0.4% | 0.00% | 0.0% |
Q2 2014 | $1,531,000 | +3.3% | 10,700 | -0.7% | 0.00% | 0.0% |
Q1 2014 | $1,482,000 | -95.2% | 10,779 | -95.3% | 0.00% | -91.7% |
Q4 2013 | $30,583,000 | +3.1% | 228,557 | -4.4% | 0.01% | -7.7% |
Q3 2013 | $29,670,000 | +59.8% | 239,008 | +48.7% | 0.01% | +44.4% |
Q2 2013 | $18,570,000 | – | 160,777 | – | 0.01% | – |
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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% |