ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,389 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,930,847 | -31.4% | 67,171 | +206.4% | 0.01% | -66.7% |
| Q2 2023 | $5,731,642 | -52.9% | 21,920 | -60.5% | 0.02% | -70.5% |
| Q3 2022 | $12,169,000 | +4.5% | 55,499 | +7.8% | 0.06% | -6.2% |
| Q2 2022 | $11,647,000 | +69.8% | 51,485 | +101.5% | 0.06% | +124.1% |
| Q1 2022 | $6,858,000 | -50.2% | 25,556 | -47.5% | 0.03% | -19.4% |
| Q4 2021 | $13,769,000 | +1.4% | 48,639 | -5.8% | 0.04% | -7.7% |
| Q3 2021 | $13,579,000 | -8.3% | 51,616 | -35.4% | 0.04% | -80.5% |
| Q3 2020 | $14,807,000 | +46.5% | 79,903 | +40.6% | 0.20% | +22.7% |
| Q2 2020 | $10,105,000 | +121.9% | 56,829 | +79.5% | 0.16% | +40.5% |
| Q1 2020 | $4,554,000 | -9.2% | 31,654 | +21.9% | 0.12% | +157.8% |
| Q3 2019 | $5,017,000 | +193.0% | 25,965 | +194.6% | 0.04% | +164.7% |
| Q2 2019 | $1,712,000 | -10.4% | 8,815 | -23.4% | 0.02% | -22.7% |
| Q4 2018 | $1,910,000 | -76.0% | 11,503 | -74.9% | 0.02% | -86.0% |
| Q2 2017 | $7,958,000 | +94.4% | 45,746 | +66.9% | 0.16% | -38.4% |
| Q2 2016 | $4,094,000 | – | 27,403 | – | 0.26% | – |
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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% |