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 | $374,028 | -7.5% | 6,391 | -4.0% | 0.11% | -8.1% |
| Q1 2024 | $404,176 | +14.5% | 6,654 | +422.3% | 0.12% | +5.1% |
| Q4 2023 | $353,007 | +11.8% | 1,274 | +0.6% | 0.12% | +2.6% |
| Q3 2023 | $315,651 | -19.8% | 1,266 | -15.9% | 0.11% | -18.0% |
| Q2 2023 | $393,500 | +24.5% | 1,505 | +19.2% | 0.14% | +18.8% |
| Q1 2023 | $316,044 | +1.8% | 1,263 | -1.6% | 0.12% | -2.5% |
| Q4 2022 | $310,605 | +11.7% | 1,284 | +1.2% | 0.12% | 0.0% |
| Q3 2022 | $278,000 | -3.1% | 1,269 | 0.0% | 0.12% | +1.7% |
| Q2 2022 | $287,000 | -14.3% | 1,269 | +1.6% | 0.12% | -11.9% |
| Q1 2022 | $335,000 | -6.2% | 1,249 | -1.0% | 0.13% | -8.8% |
| Q4 2021 | $357,000 | +7.9% | 1,262 | +0.4% | 0.15% | -3.3% |
| Q3 2021 | $331,000 | -2.1% | 1,257 | 0.0% | 0.15% | +0.7% |
| Q2 2021 | $338,000 | +3.7% | 1,257 | +0.4% | 0.15% | -3.8% |
| Q1 2021 | $326,000 | +2.8% | 1,252 | -9.2% | 0.16% | -3.7% |
| Q4 2020 | $317,000 | +23.3% | 1,379 | -0.6% | 0.16% | +3.8% |
| Q3 2020 | $257,000 | +3.2% | 1,388 | -0.7% | 0.16% | +2.6% |
| Q2 2020 | $249,000 | +5.5% | 1,398 | +22.1% | 0.15% | +26.4% |
| Q4 2019 | $236,000 | -8.5% | 1,145 | -15.9% | 0.12% | -28.8% |
| Q4 2017 | $258,000 | +6.2% | 1,361 | +0.4% | 0.17% | +4.9% |
| Q3 2017 | $243,000 | -8.3% | 1,356 | -11.1% | 0.16% | -10.0% |
| Q2 2017 | $265,000 | +8.6% | 1,526 | +7.0% | 0.18% | +8.4% |
| Q1 2017 | $244,000 | +8.9% | 1,426 | -11.3% | 0.17% | -8.8% |
| Q4 2015 | $224,000 | – | 1,608 | – | 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% |