ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,381 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $742,000 | +16.3% | 4,171 | -6.0% | 0.29% | -5.3% |
| Q1 2020 | $638,000 | -39.7% | 4,436 | -13.7% | 0.30% | -29.3% |
| Q4 2019 | $1,058,000 | +17.4% | 5,141 | +10.3% | 0.43% | +8.6% |
| Q3 2019 | $901,000 | +10.3% | 4,661 | +10.9% | 0.40% | +11.9% |
| Q2 2019 | $817,000 | +88.2% | 4,204 | +83.4% | 0.35% | +89.3% |
| Q1 2019 | $434,000 | -10.3% | 2,292 | -4.3% | 0.19% | +10.7% |
| Q3 2018 | $484,000 | +4.1% | 2,395 | +0.7% | 0.17% | -0.6% |
| Q2 2018 | $465,000 | +8.1% | 2,379 | +3.8% | 0.17% | +14.9% |
| Q1 2018 | $430,000 | +56.9% | 2,291 | +58.4% | 0.15% | +45.1% |
| Q4 2017 | $274,000 | +9.2% | 1,446 | +3.0% | 0.10% | -1.9% |
| Q3 2017 | $251,000 | +17.8% | 1,404 | +14.7% | 0.10% | +8.3% |
| Q2 2017 | $213,000 | – | 1,224 | – | 0.10% | – |
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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% |