ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,606 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,545,981 | +6.2% | 26,418 | +10.2% | 0.07% | +8.8% |
| Q1 2024 | $1,456,242 | -0.8% | 23,975 | +352.6% | 0.07% | -8.1% |
| Q4 2023 | $1,468,064 | +375.1% | 5,297 | +368.8% | 0.07% | +221.7% |
| Q2 2021 | $309,000 | +5.1% | 1,130 | 0.0% | 0.02% | -4.2% |
| Q1 2021 | $294,000 | +13.1% | 1,130 | 0.0% | 0.02% | +9.1% |
| Q4 2020 | $260,000 | +24.4% | 1,130 | 0.0% | 0.02% | +10.0% |
| Q3 2020 | $209,000 | +4.0% | 1,130 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $201,000 | -13.7% | 1,130 | 0.0% | 0.02% | -13.0% |
| Q4 2019 | $233,000 | +6.9% | 1,130 | 0.0% | 0.02% | -4.2% |
| Q3 2019 | $218,000 | -0.9% | 1,130 | 0.0% | 0.02% | +4.3% |
| Q2 2019 | $220,000 | +2.8% | 1,130 | 0.0% | 0.02% | +4.5% |
| Q1 2019 | $214,000 | -6.1% | 1,130 | 0.0% | 0.02% | -12.0% |
| Q3 2018 | $228,000 | +3.6% | 1,130 | 0.0% | 0.02% | +13.6% |
| Q2 2018 | $220,000 | -0.9% | 1,130 | -4.6% | 0.02% | -12.0% |
| Q1 2018 | $222,000 | -33.1% | 1,185 | -32.2% | 0.02% | -34.2% |
| Q4 2017 | $332,000 | – | 1,749 | – | 0.04% | – |
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% |