ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,573 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,570,141 | +72.5% | 61,007 | +670.6% | 1.41% | +42.9% |
| Q1 2024 | $2,070,200 | 0.0% | 7,917 | 0.0% | 0.98% | +0.2% |
| Q4 2023 | $2,070,200 | -2.2% | 7,917 | -6.8% | 0.98% | -2.0% |
| Q3 2023 | $2,117,295 | +11.3% | 8,491 | +8.1% | 1.00% | +5.6% |
| Q2 2023 | $1,902,218 | +5.9% | 7,856 | +9.4% | 0.95% | +6.3% |
| Q1 2023 | $1,796,649 | -10.1% | 7,182 | -13.1% | 0.89% | -5.2% |
| Q4 2022 | $1,998,757 | +28.5% | 8,263 | +16.4% | 0.94% | +10.4% |
| Q3 2022 | $1,556,000 | -3.5% | 7,096 | -0.4% | 0.85% | +1.8% |
| Q2 2022 | $1,612,000 | -15.8% | 7,127 | -0.1% | 0.84% | -14.5% |
| Q1 2022 | $1,915,000 | -55.8% | 7,136 | -53.4% | 0.98% | +38.4% |
| Q4 2021 | $4,331,000 | +233.2% | 15,301 | +209.7% | 0.71% | 0.0% |
| Q3 2021 | $1,300,000 | +4.3% | 4,940 | +6.4% | 0.71% | +5.8% |
| Q2 2021 | $1,247,000 | +3.5% | 4,641 | +0.2% | 0.67% | -3.6% |
| Q1 2021 | $1,205,000 | +16.4% | 4,630 | +2.8% | 0.69% | +8.4% |
| Q4 2020 | $1,035,000 | +23.5% | 4,503 | -0.4% | 0.64% | +9.8% |
| Q3 2020 | $838,000 | +0.6% | 4,520 | -3.5% | 0.58% | -6.1% |
| Q2 2020 | $833,000 | +30.8% | 4,683 | +5.7% | 0.62% | +16.9% |
| Q1 2020 | $637,000 | -28.4% | 4,431 | +2.5% | 0.53% | -9.2% |
| Q4 2019 | $890,000 | +7.1% | 4,322 | +0.5% | 0.58% | +2.3% |
| Q3 2019 | $831,000 | +15.9% | 4,302 | +16.6% | 0.57% | +15.3% |
| Q2 2019 | $717,000 | +5.6% | 3,691 | +2.9% | 0.50% | +6.2% |
| Q1 2019 | $679,000 | +35.5% | 3,587 | +18.9% | 0.47% | +25.2% |
| Q4 2018 | $501,000 | -17.5% | 3,017 | 0.0% | 0.37% | -6.0% |
| Q3 2018 | $607,000 | +56.4% | 3,017 | +51.5% | 0.40% | +56.9% |
| Q2 2018 | $388,000 | -20.2% | 1,991 | -23.1% | 0.25% | -21.4% |
| Q1 2018 | $486,000 | +45.5% | 2,589 | +47.3% | 0.32% | +54.8% |
| Q4 2017 | $334,000 | +16.0% | 1,758 | +10.8% | 0.21% | +4.0% |
| Q3 2017 | $288,000 | +9.5% | 1,587 | +4.9% | 0.20% | -1.0% |
| Q2 2017 | $263,000 | -8.0% | 1,513 | -9.6% | 0.20% | +7.4% |
| Q1 2017 | $286,000 | +3.2% | 1,673 | 0.0% | 0.19% | +1.1% |
| Q4 2016 | $277,000 | -0.7% | 1,673 | -7.1% | 0.19% | -4.6% |
| Q3 2016 | $279,000 | 0.0% | 1,801 | -3.5% | 0.20% | -5.3% |
| Q2 2016 | $279,000 | +20.8% | 1,866 | +16.6% | 0.21% | +18.4% |
| Q1 2016 | $231,000 | -9.4% | 1,601 | -12.4% | 0.17% | -8.4% |
| Q4 2015 | $255,000 | -35.3% | 1,827 | -10.6% | 0.19% | -39.9% |
| Q3 2015 | $394,000 | +61.5% | 2,043 | +14.6% | 0.32% | +73.6% |
| Q3 2014 | $244,000 | +2.1% | 1,782 | +6.6% | 0.18% | +4.6% |
| Q2 2014 | $239,000 | – | 1,672 | – | 0.17% | – |
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% |