ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,283 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $491,220 | -4.6% | 1,970 | 0.0% | 0.20% | +155.7% |
| Q2 2023 | $515,116 | +1509.7% | 1,970 | +1045.3% | 0.08% | +338.9% |
| Q3 2020 | $32,000 | -17.9% | 172 | -21.8% | 0.02% | -18.2% |
| Q2 2020 | $39,000 | -88.5% | 220 | -90.7% | 0.02% | -87.6% |
| Q1 2020 | $340,000 | -22.7% | 2,360 | +10.3% | 0.18% | -34.4% |
| Q4 2019 | $440,000 | +6.3% | 2,140 | 0.0% | 0.27% | +2.7% |
| Q3 2019 | $414,000 | -0.5% | 2,140 | 0.0% | 0.26% | +41.4% |
| Q2 2019 | $416,000 | -3.0% | 2,140 | -5.4% | 0.19% | -39.4% |
| Q1 2019 | $429,000 | – | 2,263 | – | 0.31% | – |
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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% |