ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,381 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $312,789 | -3.7% | 5,345 | 0.0% | 0.03% | -6.1% |
| Q1 2024 | $324,655 | +0.9% | 5,345 | +360.4% | 0.03% | -5.7% |
| Q4 2023 | $321,771 | +9.4% | 1,161 | -1.6% | 0.04% | 0.0% |
| Q3 2023 | $294,233 | -34.4% | 1,180 | -31.2% | 0.04% | -34.0% |
| Q2 2023 | $448,438 | +32.2% | 1,715 | +26.5% | 0.05% | +26.2% |
| Q1 2023 | $339,217 | -13.8% | 1,356 | -16.6% | 0.04% | -16.0% |
| Q4 2022 | $393,313 | +4.3% | 1,626 | -5.4% | 0.05% | -5.7% |
| Q3 2022 | $377,000 | -3.1% | 1,719 | 0.0% | 0.05% | +1.9% |
| Q2 2022 | $389,000 | -13.6% | 1,719 | +2.6% | 0.05% | 0.0% |
| Q1 2022 | $450,000 | +13.1% | 1,676 | +19.2% | 0.05% | +18.2% |
| Q4 2021 | $398,000 | – | 1,406 | 0.0% | 0.04% | – |
| Q3 2021 | $0 | – | 1,406 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 1,406 | +1.4% | 0.00% | -100.0% |
| Q1 2021 | $1,000,000 | 0.0% | 1,387 | 0.0% | 0.13% | -10.9% |
| Q4 2020 | $1,000,000 | +289.1% | 1,387 | 0.0% | 0.15% | +241.9% |
| Q3 2020 | $257,000 | -62.2% | 1,387 | -70.6% | 0.04% | -73.0% |
| Q1 2020 | $680,000 | -51.1% | 4,725 | -30.0% | 0.16% | -47.7% |
| Q4 2019 | $1,390,000 | +8.8% | 6,752 | +2.2% | 0.30% | 0.0% |
| Q3 2019 | $1,277,000 | – | 6,609 | – | 0.30% | – |
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% |