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 | $37,262,896 | -4.3% | 618,472 | -3.5% | 0.24% | -12.7% |
| Q1 2024 | $38,918,544 | +4.3% | 640,740 | +376.1% | 0.28% | -3.5% |
| Q4 2023 | $37,302,541 | +35.3% | 134,594 | +21.8% | 0.28% | +20.8% |
| Q3 2023 | $27,563,769 | -9.4% | 110,542 | -5.0% | 0.24% | -8.5% |
| Q2 2023 | $30,414,603 | +5.5% | 116,317 | +1.0% | 0.26% | -10.7% |
| Q1 2023 | $28,819,361 | +32.6% | 115,203 | +28.2% | 0.29% | +19.9% |
| Q4 2022 | $21,735,401 | +21.9% | 89,856 | +10.5% | 0.24% | +7.1% |
| Q3 2022 | $17,834,000 | -7.5% | 81,339 | -4.6% | 0.22% | -14.8% |
| Q2 2022 | $19,282,000 | -10.6% | 85,230 | +6.1% | 0.26% | -4.0% |
| Q1 2022 | $21,558,000 | -31.1% | 80,341 | -27.3% | 0.28% | -37.9% |
| Q4 2021 | $31,285,000 | +469.6% | 110,517 | +429.4% | 0.44% | +381.5% |
| Q3 2021 | $5,492,000 | +49.8% | 20,876 | +53.0% | 0.09% | +35.3% |
| Q2 2021 | $3,665,000 | +175.2% | 13,640 | +166.5% | 0.07% | +151.9% |
| Q1 2021 | $1,332,000 | +19.7% | 5,118 | +5.7% | 0.03% | -6.9% |
| Q4 2020 | $1,113,000 | +151.2% | 4,844 | +102.4% | 0.03% | +123.1% |
| Q3 2020 | $443,000 | -10.3% | 2,393 | -13.9% | 0.01% | -13.3% |
| Q2 2020 | $494,000 | +55.8% | 2,778 | +26.2% | 0.02% | +36.4% |
| Q1 2020 | $317,000 | -10.5% | 2,202 | +27.9% | 0.01% | -8.3% |
| Q4 2019 | $354,000 | +78.8% | 1,722 | +68.2% | 0.01% | +50.0% |
| Q3 2019 | $198,000 | +4.8% | 1,024 | +5.3% | 0.01% | +14.3% |
| Q2 2019 | $189,000 | +31.2% | 972 | +27.6% | 0.01% | +16.7% |
| Q1 2019 | $144,000 | +2.1% | 762 | -9.9% | 0.01% | -14.3% |
| Q4 2018 | $141,000 | +2.9% | 846 | +24.6% | 0.01% | +16.7% |
| Q3 2018 | $137,000 | -99.4% | 679 | -99.4% | 0.01% | -99.4% |
| Q2 2018 | $21,246,000 | +21579.6% | 109,075 | +20676.2% | 1.02% | +12600.0% |
| Q1 2018 | $98,000 | -3.0% | 525 | -1.9% | 0.01% | 0.0% |
| Q4 2017 | $101,000 | -8.2% | 535 | -12.9% | 0.01% | -11.1% |
| Q3 2017 | $110,000 | +23.6% | 614 | +20.2% | 0.01% | +12.5% |
| Q2 2017 | $89,000 | +709.1% | 511 | +662.7% | 0.01% | +700.0% |
| Q1 2017 | $11,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $11,000 | +10.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $10,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $10,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $10,000 | – | 67 | – | 0.00% | – |
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% |