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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,075,000 | -61.0% | 7,475 | -44.2% | 0.36% | -46.9% |
| Q4 2019 | $2,756,000 | +7.6% | 13,395 | +1.1% | 0.67% | -2.3% |
| Q3 2019 | $2,561,000 | -19.9% | 13,255 | -19.5% | 0.68% | -17.7% |
| Q2 2019 | $3,197,000 | +63.2% | 16,457 | +59.1% | 0.83% | +55.8% |
| Q1 2019 | $1,959,000 | -5.8% | 10,344 | -17.4% | 0.53% | -40.8% |
| Q4 2018 | $2,079,000 | +68.1% | 12,524 | +103.7% | 0.90% | +54.5% |
| Q3 2018 | $1,237,000 | +16.2% | 6,147 | +13.8% | 0.58% | +11.9% |
| Q2 2018 | $1,065,000 | +19.7% | 5,402 | +13.8% | 0.52% | +12.7% |
| Q1 2018 | $890,000 | +60.4% | 4,745 | +62.2% | 0.46% | +71.5% |
| Q4 2017 | $555,000 | – | 2,925 | – | 0.27% | – |
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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% |