ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,626 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $10,718,000 | +5.7% | 39,910 | +2.4% | 5.52% | +0.6% |
| Q1 2021 | $10,144,000 | -9.4% | 38,972 | -20.0% | 5.48% | -15.5% |
| Q4 2020 | $11,192,000 | +19.1% | 48,708 | -1.9% | 6.49% | +4.9% |
| Q3 2020 | $9,401,000 | +5.5% | 49,638 | -1.0% | 6.19% | +0.2% |
| Q2 2020 | $8,907,000 | +8.0% | 50,127 | -1.7% | 6.18% | -2.3% |
| Q1 2020 | $8,244,000 | -5.0% | 50,981 | +20.9% | 6.32% | -7.5% |
| Q4 2019 | $8,682,000 | +5.0% | 42,182 | -1.3% | 6.84% | -2.9% |
| Q3 2019 | $8,265,000 | -6.2% | 42,753 | -5.7% | 7.04% | -6.9% |
| Q2 2019 | $8,807,000 | +0.6% | 45,345 | -1.9% | 7.56% | -9.7% |
| Q1 2019 | $8,751,000 | +6.2% | 46,233 | -6.8% | 8.38% | +4.2% |
| Q4 2018 | $8,242,000 | – | 49,632 | – | 8.04% | – |
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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% |