ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,381 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $357,000 | +4.1% | 1,262 | -3.1% | 0.20% | -3.4% |
| Q3 2021 | $343,000 | -4.5% | 1,302 | -2.5% | 0.20% | -2.4% |
| Q2 2021 | $359,000 | +12.5% | 1,335 | +9.1% | 0.21% | +6.1% |
| Q1 2021 | $319,000 | +4.9% | 1,224 | -7.6% | 0.20% | +6.5% |
| Q4 2020 | $304,000 | +23.1% | 1,324 | -0.7% | 0.19% | +9.4% |
| Q3 2020 | $247,000 | +6.9% | 1,334 | +2.7% | 0.17% | +4.3% |
| Q2 2020 | $231,000 | +9.5% | 1,299 | -11.4% | 0.16% | -5.8% |
| Q1 2020 | $211,000 | -20.1% | 1,466 | +14.2% | 0.17% | +4.2% |
| Q4 2019 | $264,000 | -10.2% | 1,284 | -15.5% | 0.17% | -17.0% |
| Q3 2019 | $294,000 | -0.3% | 1,519 | 0.0% | 0.20% | -0.5% |
| Q2 2019 | $295,000 | +2.4% | 1,519 | 0.0% | 0.20% | -0.5% |
| Q1 2019 | $288,000 | +14.3% | 1,519 | 0.0% | 0.20% | -0.5% |
| Q4 2018 | $252,000 | -17.6% | 1,519 | 0.0% | 0.20% | -1.0% |
| Q3 2018 | $306,000 | +3.4% | 1,519 | 0.0% | 0.20% | -9.7% |
| Q2 2018 | $296,000 | +3.9% | 1,519 | 0.0% | 0.23% | +3.2% |
| Q1 2018 | $285,000 | -4.7% | 1,519 | -3.5% | 0.22% | -1.3% |
| Q4 2017 | $299,000 | +6.8% | 1,574 | +0.6% | 0.22% | +0.5% |
| Q3 2017 | $280,000 | +2.9% | 1,564 | 0.0% | 0.22% | -0.4% |
| Q2 2017 | $272,000 | +6.7% | 1,564 | +5.0% | 0.22% | +4.7% |
| Q1 2017 | $255,000 | +15.4% | 1,489 | +11.2% | 0.21% | +7.0% |
| Q4 2016 | $221,000 | – | 1,339 | – | 0.20% | – |
Download | ||||||
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% |