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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $957,329 | +9.4% | 15,761 | +390.1% | 0.19% | -2.6% |
| Q4 2023 | $875,186 | +3.5% | 3,216 | -5.2% | 0.19% | -12.2% |
| Q3 2023 | $845,502 | -12.4% | 3,391 | -8.2% | 0.22% | -3.9% |
| Q2 2023 | $965,430 | +4.7% | 3,692 | +0.1% | 0.23% | -3.0% |
| Q1 2023 | $922,406 | -35.7% | 3,687 | -37.8% | 0.24% | -41.3% |
| Q4 2022 | $1,434,076 | +98.1% | 5,929 | +79.6% | 0.40% | +73.4% |
| Q3 2022 | $723,817 | -7.1% | 3,301 | -4.2% | 0.23% | -4.5% |
| Q2 2022 | $779,000 | -13.9% | 3,445 | +2.1% | 0.24% | +3.8% |
| Q1 2022 | $905,000 | -11.1% | 3,373 | -6.2% | 0.24% | -10.0% |
| Q4 2021 | $1,018,000 | +31.2% | 3,597 | +21.9% | 0.26% | +12.0% |
| Q3 2021 | $776,000 | -12.6% | 2,951 | -10.7% | 0.23% | -9.3% |
| Q2 2021 | $888,000 | +2.5% | 3,303 | -0.7% | 0.26% | -14.3% |
| Q1 2021 | $866,000 | +57.5% | 3,327 | +38.9% | 0.30% | +53.8% |
| Q4 2020 | $550,000 | -19.5% | 2,395 | -35.0% | 0.20% | -27.2% |
| Q3 2020 | $683,000 | +5.4% | 3,684 | +1.2% | 0.27% | -7.3% |
| Q2 2020 | $648,000 | -48.9% | 3,642 | -58.7% | 0.29% | -58.9% |
| Q1 2020 | $1,268,000 | -39.9% | 8,816 | -14.0% | 0.70% | -21.5% |
| Q4 2019 | $2,111,000 | +11.1% | 10,256 | +4.3% | 0.90% | +7.0% |
| Q3 2019 | $1,900,000 | -59.9% | 9,831 | -59.7% | 0.84% | -61.6% |
| Q2 2019 | $4,737,000 | +4.1% | 24,383 | +1.5% | 2.18% | -1.3% |
| Q1 2019 | $4,549,000 | +19.6% | 24,020 | +4.9% | 2.21% | -4.2% |
| Q4 2018 | $3,803,000 | – | 22,903 | – | 2.31% | – |
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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% |