ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,381 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.23 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $532,532 | -3.7% | 9,100 | 0.0% | 0.08% | -8.3% |
| Q1 2024 | $552,734 | +9.6% | 9,100 | +400.0% | 0.08% | -26.3% |
| Q4 2023 | $504,413 | -13.0% | 1,820 | -21.5% | 0.11% | -30.1% |
| Q3 2023 | $579,917 | -5.9% | 2,318 | -1.6% | 0.16% | +3.8% |
| Q2 2023 | $616,047 | +5.8% | 2,356 | +1.2% | 0.16% | +1.3% |
| Q1 2023 | $582,372 | -18.0% | 2,328 | -20.7% | 0.16% | -18.8% |
| Q4 2022 | $710,189 | +54.7% | 2,936 | +40.3% | 0.19% | +49.2% |
| Q3 2022 | $459,000 | -1.3% | 2,092 | +1.7% | 0.13% | -0.8% |
| Q2 2022 | $465,000 | -13.6% | 2,057 | +2.6% | 0.13% | +4.9% |
| Q1 2022 | $538,000 | +5.3% | 2,005 | +11.1% | 0.12% | +6.0% |
| Q4 2021 | $511,000 | +1.6% | 1,805 | -5.6% | 0.12% | -7.9% |
| Q3 2021 | $503,000 | +105.3% | 1,912 | +109.6% | 0.13% | +96.9% |
| Q2 2021 | $245,000 | +3.4% | 912 | 0.0% | 0.06% | -8.6% |
| Q1 2021 | $237,000 | +12.9% | 912 | 0.0% | 0.07% | +4.5% |
| Q4 2020 | $210,000 | -45.7% | 912 | -51.4% | 0.07% | -61.0% |
| Q4 2019 | $387,000 | +6.6% | 1,878 | 0.0% | 0.17% | +0.6% |
| Q3 2019 | $363,000 | +3.7% | 1,878 | +4.2% | 0.17% | -1.2% |
| Q2 2019 | $350,000 | +16.3% | 1,802 | +13.5% | 0.17% | +10.9% |
| Q1 2019 | $301,000 | – | 1,588 | – | 0.16% | – |
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% |