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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,816,000 | +222.0% | 8,029 | +302.7% | 0.01% | +266.7% |
| Q4 2021 | $564,000 | -59.2% | 1,994 | -62.0% | 0.00% | -62.5% |
| Q3 2021 | $1,381,000 | -97.4% | 5,251 | -97.3% | 0.01% | -97.4% |
| Q2 2021 | $52,612,000 | +5230.5% | 195,781 | +5063.0% | 0.30% | +4983.3% |
| Q1 2021 | $987,000 | -16.4% | 3,792 | -26.2% | 0.01% | -25.0% |
| Q4 2020 | $1,181,000 | +27.4% | 5,137 | +2.7% | 0.01% | +14.3% |
| Q3 2020 | $927,000 | +36.1% | 5,002 | +30.6% | 0.01% | +16.7% |
| Q2 2020 | $681,000 | -27.1% | 3,829 | -41.0% | 0.01% | -25.0% |
| Q1 2020 | $934,000 | +29.0% | 6,491 | +84.6% | 0.01% | +33.3% |
| Q4 2019 | $724,000 | +19.1% | 3,516 | +11.8% | 0.01% | +20.0% |
| Q3 2019 | $608,000 | -60.4% | 3,146 | -60.2% | 0.01% | -44.4% |
| Q2 2019 | $1,534,000 | +24.5% | 7,897 | +21.4% | 0.01% | +12.5% |
| Q1 2019 | $1,232,000 | +79.9% | 6,506 | +57.7% | 0.01% | +60.0% |
| Q4 2018 | $685,000 | -34.0% | 4,126 | -20.0% | 0.01% | -28.6% |
| Q3 2018 | $1,038,000 | – | 5,157 | – | 0.01% | – |
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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% |