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 2024 | $600,884 | -12.8% | 10,268 | -10.9% | 0.06% | -17.7% |
| Q1 2024 | $689,417 | +9.3% | 11,521 | +406.4% | 0.08% | -1.2% |
| Q4 2023 | $630,519 | -86.5% | 2,275 | -87.8% | 0.08% | -88.1% |
| Q3 2023 | $4,664,840 | +550.2% | 18,708 | +581.8% | 0.68% | +549.0% |
| Q2 2023 | $717,501 | +14.9% | 2,744 | +9.9% | 0.10% | +4.0% |
| Q1 2023 | $624,650 | +3.4% | 2,497 | 0.0% | 0.10% | -5.7% |
| Q4 2022 | $603,999 | +10.4% | 2,497 | 0.0% | 0.11% | -7.8% |
| Q3 2022 | $547,000 | -5.4% | 2,497 | -2.2% | 0.12% | -10.2% |
| Q2 2022 | $578,000 | -13.7% | 2,553 | +2.2% | 0.13% | -4.5% |
| Q1 2022 | $670,000 | -5.2% | 2,497 | 0.0% | 0.13% | -5.0% |
| Q4 2021 | $707,000 | +7.6% | 2,497 | 0.0% | 0.14% | +1.4% |
| Q3 2021 | $657,000 | -2.1% | 2,497 | 0.0% | 0.14% | -10.3% |
| Q2 2021 | $671,000 | +13.3% | 2,497 | +9.9% | 0.16% | -0.6% |
| Q1 2021 | $592,000 | +13.0% | 2,273 | -0.4% | 0.16% | +2.6% |
| Q4 2020 | $524,000 | +23.9% | 2,281 | 0.0% | 0.15% | -3.8% |
| Q3 2020 | $423,000 | +3.4% | 2,281 | -0.9% | 0.16% | -11.2% |
| Q2 2020 | $409,000 | +2.2% | 2,302 | -17.2% | 0.18% | -26.1% |
| Q1 2020 | $400,000 | -29.6% | 2,779 | +0.7% | 0.24% | -18.6% |
| Q4 2019 | $568,000 | – | 2,761 | – | 0.30% | – |
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% |