ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,626 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $219,450 | -3.7% | 3,750 | 0.0% | 0.10% | -6.2% |
| Q1 2024 | $227,775 | +9.6% | 3,750 | +400.0% | 0.11% | -8.2% |
| Q4 2023 | $207,863 | -1.5% | 750 | -4.8% | 0.12% | -1.6% |
| Q1 2022 | $211,000 | -5.4% | 788 | 0.0% | 0.12% | -1.6% |
| Q4 2021 | $223,000 | -12.2% | 788 | -18.5% | 0.13% | -22.2% |
| Q3 2021 | $254,000 | -1.9% | 967 | +0.4% | 0.16% | -3.0% |
| Q2 2021 | $259,000 | +17.2% | 963 | 0.0% | 0.17% | +4.4% |
| Q4 2020 | $221,000 | +0.9% | 963 | -9.4% | 0.16% | -10.1% |
| Q4 2019 | $219,000 | +6.8% | 1,063 | 0.0% | 0.18% | -0.6% |
| Q3 2019 | $205,000 | -0.5% | 1,063 | 0.0% | 0.18% | +1.7% |
| Q2 2019 | $206,000 | +2.5% | 1,063 | 0.0% | 0.18% | +0.6% |
| Q1 2019 | $201,000 | -6.1% | 1,063 | 0.0% | 0.18% | -5.9% |
| Q3 2018 | $214,000 | +3.4% | 1,063 | 0.0% | 0.19% | -4.6% |
| Q2 2018 | $207,000 | +2.5% | 1,063 | 0.0% | 0.20% | +10.2% |
| Q4 2017 | $202,000 | – | 1,063 | – | 0.18% | – |
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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% |