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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $107,000 | +5.9% | 379 | +0.8% | 0.01% | -7.1% |
| Q2 2021 | $101,000 | -83.1% | 376 | -87.1% | 0.01% | -87.7% |
| Q4 2019 | $599,000 | +149.6% | 2,911 | +134.8% | 0.11% | +123.5% |
| Q3 2019 | $240,000 | 0.0% | 1,240 | +0.4% | 0.05% | -5.6% |
| Q2 2019 | $240,000 | +3.0% | 1,235 | +0.4% | 0.05% | -1.8% |
| Q1 2019 | $233,000 | +14.2% | 1,230 | +0.3% | 0.06% | +7.8% |
| Q4 2018 | $204,000 | -16.7% | 1,226 | +0.6% | 0.05% | -15.0% |
| Q3 2018 | $245,000 | +3.4% | 1,219 | +0.3% | 0.06% | -4.8% |
| Q2 2018 | $237,000 | +3.9% | 1,215 | 0.0% | 0.06% | 0.0% |
| Q1 2018 | $228,000 | +10.7% | 1,215 | +12.1% | 0.06% | +3.3% |
| Q4 2017 | $206,000 | +2.5% | 1,084 | -3.3% | 0.06% | -6.2% |
| Q3 2017 | $201,000 | +3.6% | 1,121 | +0.5% | 0.06% | -4.4% |
| Q2 2017 | $194,000 | +1.6% | 1,115 | 0.0% | 0.07% | -5.6% |
| Q1 2017 | $191,000 | -3.0% | 1,115 | -6.5% | 0.07% | -6.5% |
| Q4 2016 | $197,000 | +7.1% | 1,192 | +0.4% | 0.08% | -4.9% |
| Q3 2016 | $184,000 | +2.8% | 1,187 | -1.2% | 0.08% | 0.0% |
| Q2 2016 | $179,000 | -5.3% | 1,201 | -8.4% | 0.08% | -12.0% |
| Q1 2016 | $189,000 | -9.6% | 1,311 | -12.7% | 0.09% | -15.6% |
| Q4 2015 | $209,000 | -4.6% | 1,501 | -6.2% | 0.11% | -21.6% |
| Q3 2015 | $219,000 | -8.8% | 1,600 | 0.0% | 0.14% | -9.7% |
| Q2 2015 | $240,000 | +5.7% | 1,600 | +7.0% | 0.15% | 0.0% |
| Q1 2015 | $227,000 | -12.7% | 1,495 | -16.6% | 0.15% | -14.9% |
| Q4 2014 | $260,000 | – | 1,793 | – | 0.18% | – |
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% |