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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,104,858 | -9.3% | 18,880 | -5.8% | 0.09% | -10.4% |
| Q1 2024 | $1,217,837 | +9.6% | 20,050 | +400.0% | 0.10% | +1.1% |
| Q4 2023 | $1,111,372 | +8.4% | 4,010 | -2.4% | 0.10% | +1.1% |
| Q3 2023 | $1,024,829 | -11.2% | 4,110 | -6.8% | 0.09% | -3.1% |
| Q2 2023 | $1,153,650 | +4.5% | 4,412 | 0.0% | 0.10% | 0.0% |
| Q1 2023 | $1,103,706 | -6.1% | 4,412 | -2.0% | 0.10% | -4.9% |
| Q4 2022 | $1,175,544 | +17.2% | 4,504 | -1.6% | 0.10% | -1.0% |
| Q3 2022 | $1,003,000 | -3.1% | 4,576 | 0.0% | 0.10% | +2.0% |
| Q2 2022 | $1,035,000 | -15.6% | 4,576 | 0.0% | 0.10% | -4.7% |
| Q1 2022 | $1,227,000 | -4.9% | 4,576 | +0.4% | 0.11% | -2.8% |
| Q4 2021 | $1,290,000 | +6.8% | 4,559 | -0.8% | 0.11% | 0.0% |
| Q3 2021 | $1,208,000 | -1.9% | 4,595 | +0.2% | 0.11% | -4.4% |
| Q2 2021 | $1,231,000 | +0.5% | 4,584 | -2.7% | 0.11% | -5.8% |
| Q1 2021 | $1,225,000 | +84.8% | 4,709 | +63.1% | 0.12% | +21.0% |
| Q4 2020 | $663,000 | -31.5% | 2,887 | -44.8% | 0.10% | -13.8% |
| Q3 2020 | $968,000 | -99.9% | 5,226 | +6.3% | 0.12% | +4.5% |
| Q2 2020 | $874,340,000 | +129240.2% | 4,917 | +4.6% | 0.11% | +7.8% |
| Q1 2020 | $676,000 | -30.3% | 4,702 | -0.3% | 0.10% | -17.6% |
| Q4 2019 | $970,000 | +9.1% | 4,717 | 0.0% | 0.12% | +1.6% |
| Q3 2019 | $889,000 | -2.7% | 4,717 | +0.2% | 0.12% | -3.9% |
| Q2 2019 | $914,000 | -1.9% | 4,707 | -4.4% | 0.13% | -6.6% |
| Q1 2019 | $932,000 | – | 4,925 | – | 0.14% | – |
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% |