ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,134 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.17 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $600,000 | +15.6% | 2,306 | +2.1% | 0.18% | +6.9% |
| Q4 2020 | $519,000 | +21.5% | 2,259 | -2.0% | 0.17% | +1.8% |
| Q3 2020 | $427,000 | -3.6% | 2,304 | -7.5% | 0.17% | -14.6% |
| Q2 2020 | $443,000 | +25.1% | 2,492 | +1.3% | 0.20% | +3.6% |
| Q1 2020 | $354,000 | -38.3% | 2,460 | -11.7% | 0.19% | -16.9% |
| Q4 2019 | $574,000 | +6.9% | 2,787 | +0.4% | 0.23% | -0.9% |
| Q3 2019 | $537,000 | +5.3% | 2,777 | +5.9% | 0.23% | +3.1% |
| Q2 2019 | $510,000 | +6.9% | 2,623 | +4.3% | 0.23% | +3.7% |
| Q1 2019 | $477,000 | +10.9% | 2,516 | -2.9% | 0.22% | -1.8% |
| Q4 2018 | $430,000 | -37.7% | 2,591 | -24.4% | 0.22% | -28.2% |
| Q3 2018 | $690,000 | +38.6% | 3,429 | +34.1% | 0.31% | +32.1% |
| Q2 2018 | $498,000 | +8.0% | 2,557 | +3.9% | 0.23% | +4.5% |
| Q1 2018 | $461,000 | -1.5% | 2,460 | -0.2% | 0.22% | +1.8% |
| Q4 2017 | $468,000 | +17.3% | 2,465 | +10.4% | 0.22% | -5.6% |
| Q3 2017 | $399,000 | -18.2% | 2,233 | -21.6% | 0.23% | -6.0% |
| Q1 2017 | $488,000 | +335.7% | 2,849 | +279.9% | 0.25% | +254.3% |
| Q2 2015 | $112,000 | – | 750 | – | 0.07% | – |
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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% |