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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $384,000 | +7.9% | 1,355 | 0.0% | 0.10% | +1.0% |
| Q3 2021 | $356,000 | +9.2% | 1,355 | +11.8% | 0.10% | +5.3% |
| Q2 2021 | $326,000 | +25.9% | 1,212 | +21.6% | 0.09% | +25.3% |
| Q1 2021 | $259,000 | +13.1% | 997 | 0.0% | 0.08% | -2.6% |
| Q4 2020 | $229,000 | -36.0% | 997 | -50.5% | 0.08% | -48.0% |
| Q2 2020 | $358,000 | +39.8% | 2,016 | +62.2% | 0.15% | +43.7% |
| Q4 2019 | $256,000 | -11.7% | 1,243 | -17.1% | 0.10% | -14.2% |
| Q3 2019 | $290,000 | -0.3% | 1,500 | +0.1% | 0.12% | -1.6% |
| Q2 2019 | $291,000 | +2.8% | 1,498 | +0.1% | 0.12% | +7.0% |
| Q1 2019 | $283,000 | +14.1% | 1,496 | +0.1% | 0.11% | +11.8% |
| Q4 2018 | $248,000 | -10.1% | 1,494 | +0.1% | 0.10% | -9.7% |
| Q3 2018 | $276,000 | -4.8% | 1,492 | +0.1% | 0.11% | +2.7% |
| Q2 2018 | $290,000 | +60.2% | 1,490 | +54.7% | 0.11% | +64.2% |
| Q1 2018 | $181,000 | -1.1% | 963 | 0.0% | 0.07% | 0.0% |
| Q4 2017 | $183,000 | +2187.5% | 963 | +2139.5% | 0.07% | +2133.3% |
| Q3 2017 | $8,000 | -11.1% | 43 | -15.7% | 0.00% | -25.0% |
| Q2 2017 | $9,000 | -43.8% | 51 | -46.9% | 0.00% | -42.9% |
| Q1 2017 | $16,000 | +6.7% | 96 | +9.1% | 0.01% | 0.0% |
| Q4 2016 | $15,000 | +7.1% | 88 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $14,000 | +7.7% | 88 | 0.0% | 0.01% | +16.7% |
| Q2 2016 | $13,000 | +8.3% | 88 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $12,000 | 0.0% | 88 | 0.0% | 0.01% | +20.0% |
| Q4 2015 | $12,000 | – | 88 | – | 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% |