ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,389 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,403,000 | -2.2% | 5,333 | -0.1% | 0.41% | -2.6% |
| Q2 2021 | $1,435,000 | +2.3% | 5,340 | -1.0% | 0.42% | -7.0% |
| Q1 2021 | $1,403,000 | +6.6% | 5,392 | -0.2% | 0.46% | -40.1% |
| Q4 2020 | $1,316,000 | +30.3% | 5,401 | -0.9% | 0.76% | +6.6% |
| Q3 2020 | $1,010,000 | +0.7% | 5,451 | -3.4% | 0.72% | -5.2% |
| Q2 2020 | $1,003,000 | +20.8% | 5,641 | -2.3% | 0.76% | +36.5% |
| Q1 2020 | $830,000 | -44.6% | 5,771 | -20.7% | 0.55% | -40.5% |
| Q4 2019 | $1,497,000 | +6.4% | 7,274 | -0.2% | 0.93% | -1.2% |
| Q3 2019 | $1,407,000 | -6.0% | 7,286 | -5.5% | 0.94% | -9.7% |
| Q2 2019 | $1,497,000 | +2.5% | 7,711 | 0.0% | 1.04% | -4.8% |
| Q1 2019 | $1,460,000 | +13.6% | 7,711 | -0.4% | 1.09% | -6.4% |
| Q4 2018 | $1,285,000 | – | 7,743 | – | 1.17% | – |
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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% |