ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,626 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $431,819 | -15.7% | 7,379 | +299.3% | 0.00% | -33.3% |
| Q4 2023 | $512,173 | +69.9% | 1,848 | +52.9% | 0.01% | +50.0% |
| Q3 2023 | $301,464 | -58.9% | 1,209 | -56.9% | 0.00% | -60.0% |
| Q2 2023 | $733,190 | +33.2% | 2,804 | +27.5% | 0.01% | +25.0% |
| Q1 2023 | $550,352 | -72.7% | 2,200 | -73.6% | 0.01% | -75.8% |
| Q4 2022 | $2,012,767 | +65.3% | 8,321 | +49.8% | 0.03% | +43.5% |
| Q3 2022 | $1,218,000 | +14.6% | 5,556 | +40.2% | 0.02% | +27.8% |
| Q1 2022 | $1,063,000 | +57.5% | 3,963 | +66.1% | 0.02% | +63.6% |
| Q4 2021 | $675,000 | +9.8% | 2,386 | +2.1% | 0.01% | -8.3% |
| Q3 2021 | $615,000 | -27.6% | 2,338 | -26.1% | 0.01% | -25.0% |
| Q2 2021 | $850,000 | +201.4% | 3,164 | +158.3% | 0.02% | +166.7% |
| Q4 2020 | $282,000 | -31.2% | 1,225 | -46.9% | 0.01% | -45.5% |
| Q2 2020 | $410,000 | – | 2,308 | – | 0.01% | – |
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% |