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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $894,707 | -15.8% | 15,288 | -12.6% | 0.42% | -17.4% |
| Q1 2024 | $1,062,590 | -9.0% | 17,494 | +315.0% | 0.51% | -14.2% |
| Q4 2023 | $1,168,283 | +9.4% | 4,215 | -1.6% | 0.59% | -3.8% |
| Q3 2023 | $1,067,836 | -44.4% | 4,282 | -41.7% | 0.61% | -40.9% |
| Q2 2023 | $1,920,434 | +2.9% | 7,344 | -1.6% | 1.04% | -7.8% |
| Q1 2023 | $1,866,629 | -1.9% | 7,462 | -5.1% | 1.13% | -6.4% |
| Q4 2022 | $1,902,984 | +28.3% | 7,867 | +16.3% | 1.20% | +10.6% |
| Q3 2022 | $1,483,000 | -2.8% | 6,764 | +0.3% | 1.09% | +1.1% |
| Q2 2022 | $1,526,000 | -17.0% | 6,745 | -1.6% | 1.08% | -3.5% |
| Q1 2022 | $1,839,000 | +5.1% | 6,854 | +10.9% | 1.12% | +6.2% |
| Q4 2021 | $1,749,000 | +4.5% | 6,179 | -2.9% | 1.05% | -3.6% |
| Q3 2021 | $1,674,000 | -2.6% | 6,365 | -0.5% | 1.09% | -2.2% |
| Q2 2021 | $1,719,000 | -26.5% | 6,396 | -28.8% | 1.11% | -29.0% |
| Q1 2021 | $2,339,000 | -15.0% | 8,988 | -24.9% | 1.57% | -24.1% |
| Q4 2020 | $2,751,000 | -39.1% | 11,968 | -50.9% | 2.07% | -48.7% |
| Q3 2020 | $4,515,000 | +3.8% | 24,366 | -0.4% | 4.03% | -11.6% |
| Q2 2020 | $4,351,000 | +23.2% | 24,468 | -0.4% | 4.56% | -3.6% |
| Q1 2020 | $3,532,000 | -34.1% | 24,554 | -5.7% | 4.73% | +5.0% |
| Q4 2019 | $5,359,000 | – | 26,040 | – | 4.50% | – |
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% |