ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,125 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,648,000 | +4.3% | 8,892 | +0.1% | 1.30% | -13.1% |
| Q2 2020 | $1,580,000 | +22.9% | 8,884 | -0.6% | 1.50% | -6.6% |
| Q1 2020 | $1,286,000 | -32.6% | 8,940 | -3.6% | 1.60% | -9.3% |
| Q4 2019 | $1,909,000 | +7.0% | 9,276 | +0.4% | 1.77% | -5.2% |
| Q3 2019 | $1,784,000 | -0.6% | 9,235 | 0.0% | 1.86% | -1.6% |
| Q2 2019 | $1,794,000 | +1.0% | 9,235 | -1.6% | 1.89% | -6.1% |
| Q1 2019 | $1,777,000 | +8.2% | 9,384 | -5.2% | 2.01% | -6.6% |
| Q4 2018 | $1,643,000 | -22.8% | 9,896 | -6.4% | 2.16% | +0.5% |
| Q3 2018 | $2,129,000 | +1.3% | 10,575 | -2.0% | 2.14% | -6.1% |
| Q2 2018 | $2,101,000 | +8.5% | 10,787 | +4.5% | 2.28% | +15.2% |
| Q1 2018 | $1,937,000 | – | 10,327 | – | 1.98% | – |
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% |