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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $21,939,447 | -5.9% | 374,905 | -2.3% | 0.27% | -25.1% |
| Q1 2024 | $23,317,581 | -2.7% | 383,892 | +343.9% | 0.37% | -12.6% |
| Q4 2023 | $23,966,866 | -50.9% | 86,476 | -55.8% | 0.42% | -60.4% |
| Q3 2023 | $48,808,256 | +13.5% | 195,742 | +19.1% | 1.06% | +11.1% |
| Q2 2023 | $42,985,859 | +3.9% | 164,394 | -0.6% | 0.95% | -2.0% |
| Q1 2023 | $41,372,829 | +9.2% | 165,385 | +5.6% | 0.97% | -11.7% |
| Q4 2022 | $37,877,350 | +9.2% | 156,589 | -1.0% | 1.10% | -14.6% |
| Q3 2022 | $34,688,000 | +400.7% | 158,206 | +416.7% | 1.29% | +333.0% |
| Q2 2022 | $6,928,000 | -13.2% | 30,620 | +3.0% | 0.30% | -1.3% |
| Q1 2022 | $7,977,000 | -2.7% | 29,728 | +2.7% | 0.30% | +3.8% |
| Q4 2021 | $8,195,000 | +6.2% | 28,946 | -1.3% | 0.29% | -5.2% |
| Q3 2021 | $7,715,000 | +1.4% | 29,328 | +3.6% | 0.31% | -2.2% |
| Q2 2021 | $7,607,000 | +29.7% | 28,306 | +25.6% | 0.31% | +14.2% |
| Q1 2021 | $5,864,000 | +10.9% | 22,528 | -1.3% | 0.27% | -0.7% |
| Q4 2020 | $5,290,000 | +35.6% | 22,835 | +8.9% | 0.28% | +2.2% |
| Q3 2020 | $3,902,000 | -3.9% | 20,972 | -7.5% | 0.27% | -7.8% |
| Q2 2020 | $4,061,000 | +24.8% | 22,668 | +1.5% | 0.29% | +1.7% |
| Q1 2020 | $3,253,000 | -21.3% | 22,336 | +11.2% | 0.29% | -11.4% |
| Q4 2019 | $4,133,000 | +15.4% | 20,081 | +8.4% | 0.32% | +1.2% |
| Q3 2019 | $3,580,000 | +6.8% | 18,526 | +7.4% | 0.32% | +23.9% |
| Q2 2019 | $3,352,000 | +51.2% | 17,256 | +48.6% | 0.26% | -20.1% |
| Q1 2019 | $2,217,000 | +24.8% | 11,609 | +8.5% | 0.32% | +8.0% |
| Q4 2018 | $1,776,000 | +238.9% | 10,696 | +311.2% | 0.30% | +143.9% |
| Q3 2018 | $524,000 | +5.6% | 2,601 | +2.2% | 0.12% | +18.3% |
| Q2 2018 | $496,000 | +2.9% | 2,544 | -1.0% | 0.10% | -1.9% |
| Q1 2018 | $482,000 | -6.6% | 2,570 | -5.5% | 0.11% | +79.7% |
| Q4 2017 | $516,000 | +2143.5% | 2,719 | +2057.9% | 0.06% | +637.5% |
| Q3 2017 | $23,000 | -95.0% | 126 | -95.2% | 0.01% | -94.2% |
| Q2 2017 | $459,000 | – | 2,637 | – | 0.14% | – |
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% |