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 | $1,581,905 | -4.5% | 27,032 | -0.9% | 0.16% | -6.5% |
| Q1 2024 | $1,657,175 | +8.8% | 27,283 | +396.2% | 0.17% | +5.6% |
| Q4 2023 | $1,523,794 | +10.6% | 5,498 | -0.5% | 0.16% | -2.4% |
| Q3 2023 | $1,377,592 | -8.1% | 5,525 | -3.7% | 0.16% | -4.6% |
| Q2 2023 | $1,499,669 | +5.4% | 5,735 | +0.8% | 0.17% | 0.0% |
| Q1 2023 | $1,423,236 | +3.2% | 5,689 | -0.3% | 0.17% | 0.0% |
| Q4 2022 | $1,379,755 | +10.8% | 5,704 | +0.4% | 0.17% | 0.0% |
| Q3 2022 | $1,245,000 | -2.0% | 5,680 | +1.1% | 0.17% | -39.7% |
| Q2 2022 | $1,270,000 | -15.4% | 5,616 | +0.3% | 0.29% | +60.3% |
| Q1 2022 | $1,502,000 | -6.0% | 5,598 | -0.8% | 0.18% | -6.8% |
| Q4 2021 | $1,598,000 | +9.5% | 5,645 | +1.7% | 0.19% | -1.5% |
| Q3 2021 | $1,460,000 | -1.1% | 5,548 | +1.0% | 0.20% | -40.0% |
| Q2 2021 | $1,476,000 | +16.4% | 5,491 | -0.5% | 0.32% | -1.2% |
| Q4 2020 | $1,268,000 | +24.7% | 5,517 | +0.5% | 0.33% | +3.8% |
| Q3 2020 | $1,017,000 | -1.7% | 5,487 | -5.7% | 0.32% | -11.7% |
| Q2 2020 | $1,035,000 | +25.2% | 5,821 | +1.2% | 0.36% | +0.6% |
| Q1 2020 | $827,000 | -30.5% | 5,751 | -0.6% | 0.36% | -17.4% |
| Q4 2019 | $1,190,000 | – | 5,783 | – | 0.43% | – |
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% |