ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,500 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $104,331 | +4.5% | 399 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $99,814 | +3.4% | 399 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $96,514 | +6.1% | 399 | -3.6% | 0.02% | -3.8% |
| Q3 2022 | $91,000 | -3.2% | 414 | 0.0% | 0.03% | +4.0% |
| Q2 2022 | $94,000 | -15.3% | 414 | 0.0% | 0.02% | -7.4% |
| Q1 2022 | $111,000 | -5.1% | 414 | 0.0% | 0.03% | -3.6% |
| Q4 2021 | $117,000 | -0.8% | 414 | -8.0% | 0.03% | -6.7% |
| Q3 2021 | $118,000 | +16.8% | 450 | +20.0% | 0.03% | +11.1% |
| Q2 2021 | $101,000 | -13.7% | 375 | -16.7% | 0.03% | -15.6% |
| Q1 2021 | $117,000 | +0.9% | 450 | -10.9% | 0.03% | 0.0% |
| Q4 2020 | $116,000 | +23.4% | 505 | 0.0% | 0.03% | +14.3% |
| Q3 2020 | $94,000 | -1.1% | 505 | -5.8% | 0.03% | -15.2% |
| Q2 2020 | $95,000 | +23.4% | 536 | 0.0% | 0.03% | +3.1% |
| Q1 2020 | $77,000 | -30.0% | 536 | 0.0% | 0.03% | -46.7% |
| Q4 2019 | $110,000 | +2.8% | 536 | -3.4% | 0.06% | -4.8% |
| Q3 2019 | $107,000 | -0.9% | 555 | 0.0% | 0.06% | -3.1% |
| Q2 2019 | $108,000 | -38.3% | 555 | -40.1% | 0.06% | -39.3% |
| Q1 2019 | $175,000 | +12.9% | 926 | -0.8% | 0.11% | -6.1% |
| Q4 2018 | $155,000 | – | 933 | – | 0.11% | – |
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% |