ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,500 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $342,231 | +6.5% | 5,848 | +10.5% | 0.03% | +14.8% |
| Q1 2024 | $321,302 | -82.0% | 5,290 | -17.8% | 0.03% | -83.7% |
| Q4 2023 | $1,783,984 | +404.9% | 6,437 | +354.3% | 0.17% | +348.6% |
| Q3 2023 | $353,347 | +30.4% | 1,417 | +36.6% | 0.04% | +23.3% |
| Q2 2023 | $271,058 | +2.4% | 1,037 | -2.0% | 0.03% | +7.1% |
| Q1 2023 | $264,660 | -18.7% | 1,058 | -21.4% | 0.03% | -24.3% |
| Q4 2022 | $325,575 | +35.1% | 1,346 | +22.7% | 0.04% | +32.1% |
| Q3 2022 | $241,000 | -9.7% | 1,097 | -7.0% | 0.03% | 0.0% |
| Q2 2022 | $267,000 | -77.7% | 1,179 | -73.6% | 0.03% | -74.1% |
| Q1 2022 | $1,199,000 | +337.6% | 4,469 | +361.2% | 0.11% | +414.3% |
| Q4 2021 | $274,000 | +8.3% | 969 | +0.8% | 0.02% | 0.0% |
| Q3 2021 | $253,000 | -9.0% | 961 | -7.0% | 0.02% | -8.7% |
| Q2 2021 | $278,000 | -6.4% | 1,033 | -9.4% | 0.02% | -14.8% |
| Q1 2021 | $297,000 | +31.4% | 1,140 | +15.9% | 0.03% | +22.7% |
| Q4 2020 | $226,000 | -3.4% | 984 | -22.2% | 0.02% | -15.4% |
| Q3 2020 | $234,000 | -67.8% | 1,265 | -96.4% | 0.03% | -31.6% |
| Q4 2019 | $726,000 | +71.6% | 34,803 | +1490.6% | 0.04% | -34.5% |
| Q3 2019 | $423,000 | +110.4% | 2,188 | +107.2% | 0.06% | +9.4% |
| Q1 2019 | $201,000 | – | 1,056 | – | 0.05% | – |
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% |