ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,134 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.17 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,995,000 | +21.4% | 11,221 | -1.8% | 0.95% | +5.5% |
| Q1 2020 | $1,643,000 | -87.9% | 11,425 | -82.7% | 0.90% | -65.2% |
| Q4 2019 | $13,606,000 | +115.8% | 66,108 | +102.6% | 2.60% | +0.5% |
| Q3 2019 | $6,306,000 | +1.8% | 32,636 | +2.3% | 2.58% | -6.6% |
| Q2 2019 | $6,192,000 | +3.2% | 31,891 | +0.6% | 2.77% | +0.5% |
| Q1 2019 | $6,002,000 | -43.1% | 31,694 | -50.1% | 2.76% | -3.0% |
| Q4 2018 | $10,540,000 | -48.3% | 63,478 | -37.3% | 2.84% | -43.9% |
| Q3 2018 | $20,374,000 | +380.3% | 101,226 | +364.6% | 5.06% | +371.1% |
| Q2 2018 | $4,242,000 | +105.9% | 21,788 | +98.3% | 1.07% | +0.1% |
| Q1 2018 | $2,060,000 | +67.9% | 10,986 | +60.1% | 1.07% | +44.2% |
| Q3 2017 | $1,227,000 | +2.8% | 6,862 | 0.0% | 0.74% | +6.6% |
| Q2 2017 | $1,193,000 | -99.9% | 6,862 | +1.8% | 0.70% | +13.5% |
| Q1 2017 | $1,141,790,000 | +14.4% | 6,741 | +11.7% | 0.62% | +8.1% |
| Q4 2016 | $997,661,000 | -43.8% | 6,034 | -47.4% | 0.57% | +8.6% |
| Q3 2016 | $1,774,214,000 | +13.6% | 11,468 | +9.7% | 0.52% | -2.6% |
| Q2 2016 | $1,562,320,000 | +8.6% | 10,458 | +4.8% | 0.54% | +13.7% |
| Q1 2016 | $1,438,726,000 | -1.2% | 9,978 | -4.5% | 0.47% | -5.4% |
| Q4 2015 | $1,456,172,000 | +120.2% | 10,452 | +115.9% | 0.50% | +3.5% |
| Q3 2015 | $661,329,000 | -8.9% | 4,841 | 0.0% | 0.48% | +0.4% |
| Q2 2015 | $726,053,000 | -46.5% | 4,841 | -45.8% | 0.48% | +8.1% |
| Q1 2015 | $1,357,484,000 | – | 8,932 | – | 0.44% | – |
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% |