ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,500 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $4,000 | -99.8% | 16 | -99.9% | 0.00% | -99.9% |
| Q4 2019 | $2,558,000 | -57.5% | 12,306 | -60.2% | 0.72% | -65.8% |
| Q3 2019 | $6,015,000 | +12.8% | 30,917 | +12.0% | 2.10% | -6.6% |
| Q2 2019 | $5,334,000 | -33.3% | 27,608 | -31.6% | 2.25% | -33.8% |
| Q1 2019 | $7,997,000 | +384.1% | 40,391 | +369.3% | 3.39% | +297.9% |
| Q4 2018 | $1,652,000 | – | 8,606 | – | 0.85% | – |
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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% |