ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,573 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $9,593,000 | -48.0% | 51,768 | -50.1% | 3.28% | +0.5% |
| Q2 2020 | $18,456,000 | +48.6% | 103,800 | +20.2% | 3.26% | -33.9% |
| Q1 2020 | $12,421,000 | -73.3% | 86,344 | -61.8% | 4.94% | -31.0% |
| Q4 2019 | $46,550,000 | +109.2% | 226,174 | +96.4% | 7.16% | -2.1% |
| Q3 2019 | $22,255,000 | -0.1% | 115,173 | +0.5% | 7.31% | -4.7% |
| Q2 2019 | $22,271,000 | +3.0% | 114,649 | +0.4% | 7.67% | +3.4% |
| Q1 2019 | $21,623,000 | -43.7% | 114,170 | -50.7% | 7.42% | +8.5% |
| Q4 2018 | $38,422,000 | +69.6% | 231,384 | +105.6% | 6.84% | -7.4% |
| Q3 2018 | $22,656,000 | +5.2% | 112,557 | +1.8% | 7.38% | -1.4% |
| Q2 2018 | $21,541,000 | +8.0% | 110,593 | +4.0% | 7.49% | +4.4% |
| Q1 2018 | $19,942,000 | -47.1% | 106,321 | -46.5% | 7.17% | +0.4% |
| Q4 2017 | $37,714,000 | +6.9% | 198,734 | +0.7% | 7.14% | -1.4% |
| Q3 2017 | $35,292,000 | +4.2% | 197,272 | +1.3% | 7.24% | +1.7% |
| Q2 2017 | $33,864,000 | +110.3% | 194,678 | +107.0% | 7.12% | +0.1% |
| Q1 2017 | $16,100,000 | +3.1% | 94,032 | -0.5% | 7.11% | -6.0% |
| Q4 2016 | $15,620,000 | +11.1% | 94,472 | +3.9% | 7.56% | +3.8% |
| Q3 2016 | $14,063,000 | +3.1% | 90,902 | -0.5% | 7.28% | -1.0% |
| Q2 2016 | $13,646,000 | +19.7% | 91,349 | +15.6% | 7.36% | +7.8% |
| Q1 2016 | $11,396,000 | +28.4% | 79,035 | +24.1% | 6.83% | +11.8% |
| Q4 2015 | $8,876,000 | – | 63,710 | – | 6.11% | – |
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% |