ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,381 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.23 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $412,000 | +6.5% | 2,002 | 0.0% | 0.13% | -2.3% |
| Q3 2019 | $387,000 | -6.5% | 2,002 | -6.0% | 0.13% | -16.8% |
| Q2 2019 | $414,000 | +2.7% | 2,129 | 0.0% | 0.16% | 0.0% |
| Q1 2019 | $403,000 | +25.2% | 2,129 | +9.6% | 0.16% | +8.4% |
| Q4 2018 | $322,000 | -75.5% | 1,942 | -77.9% | 0.14% | -66.6% |
| Q2 2016 | $1,312,000 | +3.6% | 8,782 | 0.0% | 0.43% | -9.1% |
| Q1 2016 | $1,266,000 | +3.4% | 8,782 | 0.0% | 0.47% | +1.9% |
| Q4 2015 | $1,224,000 | +2.0% | 8,782 | 0.0% | 0.46% | -2.1% |
| Q3 2015 | $1,200,000 | -8.9% | 8,782 | 0.0% | 0.47% | -1.0% |
| Q2 2015 | $1,317,000 | +575.4% | 8,782 | +585.0% | 0.48% | +553.4% |
| Q1 2015 | $195,000 | +4.8% | 1,282 | 0.0% | 0.07% | +4.3% |
| Q4 2014 | $186,000 | +6.3% | 1,282 | 0.0% | 0.07% | 0.0% |
| Q3 2014 | $175,000 | -4.4% | 1,282 | 0.0% | 0.07% | -16.7% |
| Q2 2014 | $183,000 | +4.0% | 1,282 | 0.0% | 0.08% | +1.2% |
| Q1 2014 | $176,000 | +2.3% | 1,282 | 0.0% | 0.08% | +5.1% |
| Q4 2013 | $172,000 | +8.2% | 1,282 | 0.0% | 0.08% | +1.3% |
| Q3 2013 | $159,000 | +7.4% | 1,282 | 0.0% | 0.08% | +5.4% |
| Q2 2013 | $148,000 | – | 1,282 | – | 0.07% | – |
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% |