ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,291 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.06 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,012,000 | -10.4% | 3,772 | -6.6% | 0.42% | -8.7% |
| Q4 2021 | $1,129,000 | +7.0% | 4,037 | +2.6% | 0.46% | -2.7% |
| Q3 2021 | $1,055,000 | +106.5% | 3,936 | +103.7% | 0.48% | +108.3% |
| Q2 2021 | $511,000 | +6.2% | 1,932 | +4.6% | 0.23% | -0.9% |
| Q1 2021 | $481,000 | +8.8% | 1,847 | -4.0% | 0.23% | +0.9% |
| Q4 2020 | $442,000 | +24.2% | 1,924 | +0.2% | 0.23% | +13.4% |
| Q3 2020 | $356,000 | +4.4% | 1,921 | +0.3% | 0.20% | -2.4% |
| Q2 2020 | $341,000 | +26.8% | 1,916 | +2.6% | 0.21% | +6.2% |
| Q1 2020 | $269,000 | -24.0% | 1,867 | +7.9% | 0.19% | -3.5% |
| Q4 2019 | $354,000 | +5.0% | 1,730 | +2.3% | 0.20% | -4.3% |
| Q3 2019 | $337,000 | +8.4% | 1,691 | +5.8% | 0.21% | -13.6% |
| Q2 2019 | $311,000 | +4.0% | 1,599 | +4.1% | 0.24% | 0.0% |
| Q1 2019 | $299,000 | +25.6% | 1,536 | +7.0% | 0.24% | +14.1% |
| Q4 2018 | $238,000 | -17.1% | 1,436 | +0.6% | 0.21% | -9.0% |
| Q3 2018 | $287,000 | +2.9% | 1,428 | -0.2% | 0.23% | -2.9% |
| Q2 2018 | $279,000 | +5.7% | 1,431 | +1.7% | 0.24% | -1.2% |
| Q1 2018 | $264,000 | +0.4% | 1,407 | +1.4% | 0.24% | +2.5% |
| Q4 2017 | $263,000 | +25.2% | 1,387 | +15.1% | 0.24% | +12.8% |
| Q2 2017 | $210,000 | – | 1,205 | – | 0.21% | – |
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% |