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 2024 | $28,752,390 | -6.0% | 491,326 | -2.5% | 1.39% | -8.5% |
| Q1 2024 | $30,596,290 | +15.6% | 503,726 | +427.5% | 1.52% | +3.3% |
| Q4 2023 | $26,464,385 | -1.4% | 95,488 | -11.3% | 1.47% | -15.3% |
| Q3 2023 | $26,847,547 | -1.8% | 107,670 | +2.9% | 1.74% | +10.8% |
| Q2 2023 | $27,351,047 | +5.3% | 104,601 | +0.7% | 1.57% | -1.9% |
| Q1 2023 | $25,985,534 | +16.2% | 103,876 | +12.4% | 1.60% | +2.6% |
| Q4 2022 | $22,360,281 | -31.8% | 92,440 | -38.1% | 1.56% | -42.1% |
| Q3 2022 | $32,767,000 | +4.4% | 149,444 | +7.7% | 2.70% | -0.7% |
| Q2 2022 | $31,382,000 | -4.4% | 138,719 | +13.4% | 2.71% | +20.6% |
| Q1 2022 | $32,837,000 | +795.7% | 122,370 | +845.0% | 2.25% | +765.4% |
| Q4 2021 | $3,666,000 | +31.6% | 12,949 | +22.3% | 0.26% | +17.1% |
| Q3 2021 | $2,785,000 | -2.8% | 10,587 | -0.7% | 0.22% | -3.1% |
| Q2 2021 | $2,865,000 | +2.7% | 10,662 | -0.6% | 0.23% | -2.1% |
| Q1 2021 | $2,791,000 | +3.8% | 10,723 | -8.3% | 0.23% | +3.5% |
| Q4 2020 | $2,688,000 | +12.0% | 11,695 | -9.7% | 0.23% | -5.8% |
| Q3 2020 | $2,400,000 | -14.2% | 12,952 | -17.7% | 0.24% | -18.1% |
| Q2 2020 | $2,797,000 | +18.6% | 15,729 | -4.1% | 0.29% | +4.3% |
| Q1 2020 | $2,359,000 | -27.5% | 16,401 | +3.7% | 0.28% | -11.4% |
| Q4 2019 | $3,256,000 | +43.6% | 15,818 | +34.8% | 0.32% | +38.4% |
| Q3 2019 | $2,267,000 | +28.0% | 11,732 | +28.7% | 0.23% | +34.7% |
| Q2 2019 | $1,771,000 | +17.4% | 9,117 | +14.5% | 0.17% | +14.1% |
| Q1 2019 | $1,508,000 | +0.5% | 7,962 | -11.9% | 0.15% | -8.6% |
| Q4 2018 | $1,501,000 | – | 9,037 | – | 0.16% | – |
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% |