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 | $214,000 | -30.7% | 1,159 | -33.3% | 0.10% | -22.5% |
| Q2 2020 | $309,000 | +26.6% | 1,738 | +2.4% | 0.13% | +4.0% |
| Q1 2020 | $244,000 | -31.5% | 1,698 | -2.0% | 0.12% | -15.1% |
| Q4 2019 | $356,000 | +3.2% | 1,732 | -2.9% | 0.15% | -3.3% |
| Q3 2019 | $345,000 | +8.5% | 1,784 | +9.0% | 0.15% | +6.3% |
| Q2 2019 | $318,000 | -1.9% | 1,636 | -4.5% | 0.14% | -4.1% |
| Q1 2019 | $324,000 | +6.2% | 1,713 | -6.7% | 0.15% | -7.5% |
| Q4 2018 | $305,000 | -12.9% | 1,836 | +5.4% | 0.16% | -4.8% |
| Q3 2018 | $350,000 | -6.7% | 1,742 | -9.6% | 0.17% | -10.6% |
| Q2 2018 | $375,000 | +3.9% | 1,926 | 0.0% | 0.19% | +1.6% |
| Q1 2018 | $361,000 | – | 1,926 | – | 0.18% | – |
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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% |