ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,298 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $5,140,000 | -20.9% | 19,153 | -22.5% | 0.57% | -22.7% |
| Q3 2021 | $6,499,000 | -15.3% | 24,706 | -13.5% | 0.74% | -12.4% |
| Q2 2021 | $7,677,000 | +9.7% | 28,566 | +6.3% | 0.85% | +8.4% |
| Q1 2021 | $6,997,000 | -57.8% | 26,881 | -66.6% | 0.78% | -66.9% |
| Q4 2020 | $16,579,000 | +136.5% | 80,549 | +112.9% | 2.36% | +138.3% |
| Q3 2020 | $7,009,000 | -51.8% | 37,826 | -49.5% | 0.99% | -48.3% |
| Q2 2019 | $14,553,000 | +7140.3% | 74,917 | +6901.6% | 1.92% | +6517.2% |
| Q1 2018 | $201,000 | -1.5% | 1,070 | -0.5% | 0.03% | +3.6% |
| Q4 2017 | $204,000 | – | 1,075 | – | 0.03% | – |
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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% |