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 2024 | $354,631 | -3.7% | 6,060 | 0.0% | 0.06% | -4.5% |
| Q1 2024 | $368,084 | +11.3% | 6,060 | +400.0% | 0.07% | -8.2% |
| Q4 2023 | $330,731 | +12.6% | 1,212 | +0.3% | 0.07% | +1.4% |
| Q3 2023 | $293,702 | -10.0% | 1,208 | -1.6% | 0.07% | -4.0% |
| Q2 2023 | $326,320 | -12.8% | 1,228 | -20.4% | 0.08% | -11.8% |
| Q1 2023 | $374,294 | +10.6% | 1,543 | +10.3% | 0.08% | +14.9% |
| Q4 2022 | $338,404 | +13.9% | 1,399 | +3.2% | 0.07% | +5.7% |
| Q3 2022 | $297,000 | -2.0% | 1,355 | +0.9% | 0.07% | +2.9% |
| Q2 2022 | $303,000 | -14.4% | 1,343 | +2.1% | 0.07% | -1.4% |
| Q1 2022 | $354,000 | -4.8% | 1,316 | 0.0% | 0.07% | -2.8% |
| Q4 2021 | $372,000 | +8.8% | 1,316 | +1.2% | 0.07% | +7.6% |
| Q3 2021 | $342,000 | +470.0% | 1,300 | +477.8% | 0.07% | +450.0% |
| Q2 2021 | $60,000 | +1.7% | 225 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $59,000 | +7.3% | 225 | -24.2% | 0.01% | 0.0% |
| Q3 2020 | $55,000 | +1.9% | 297 | -2.9% | 0.01% | -7.1% |
| Q2 2020 | $54,000 | +14.9% | 306 | -6.4% | 0.01% | +7.7% |
| Q1 2020 | $47,000 | -34.7% | 327 | -7.1% | 0.01% | -23.5% |
| Q4 2019 | $72,000 | – | 352 | – | 0.02% | – |
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% |