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 | $1,631,000 | +322.5% | 8,799 | +343.9% | 0.86% | +313.5% |
| Q2 2019 | $386,000 | +1.6% | 1,982 | -1.1% | 0.21% | -3.7% |
| Q1 2019 | $380,000 | +13.8% | 2,005 | -0.4% | 0.22% | +3.3% |
| Q4 2018 | $334,000 | -52.8% | 2,013 | -42.8% | 0.21% | -14.0% |
| Q3 2018 | $708,000 | +106.4% | 3,522 | +100.2% | 0.24% | +2.1% |
| Q2 2018 | $343,000 | +1705.3% | 1,759 | +1575.2% | 0.24% | +1730.8% |
| Q1 2018 | $19,000 | 0.0% | 105 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $19,000 | – | 105 | – | 0.01% | – |
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% |