ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,381 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $43,313 | +11.4% | 713,081 | +408.5% | 10.06% | +3.9% |
| Q4 2023 | $38,864 | +6.5% | 140,227 | -3.7% | 9.69% | +1.1% |
| Q3 2023 | $36,481 | -5.8% | 145,642 | -5.9% | 9.58% | +13.2% |
| Q1 2023 | $38,714 | +8.3% | 154,758 | +4.7% | 8.46% | -1.5% |
| Q4 2022 | $35,748 | -99.9% | 147,785 | +5.2% | 8.59% | +1.6% |
| Q3 2022 | $30,805,000 | -7.2% | 140,496 | -4.2% | 8.46% | -6.5% |
| Q2 2022 | $33,180,000 | -10.4% | 146,664 | +6.3% | 9.05% | -4.1% |
| Q1 2022 | $37,019,000 | -0.1% | 137,957 | +5.3% | 9.44% | -5.0% |
| Q4 2021 | $37,071,000 | +14.7% | 130,956 | +8.8% | 9.93% | -10.8% |
| Q2 2021 | $32,333,000 | +11.7% | 120,319 | +9.7% | 11.14% | +5.1% |
| Q1 2021 | $28,958,000 | +36.6% | 109,704 | +19.0% | 10.59% | +10.9% |
| Q4 2020 | $21,194,000 | +30.0% | 92,218 | +4.8% | 9.55% | +10.2% |
| Q3 2020 | $16,302,000 | +13.4% | 87,971 | +8.8% | 8.67% | +3.6% |
| Q2 2020 | $14,375,000 | +21.9% | 80,837 | -0.3% | 8.36% | +2.3% |
| Q1 2020 | $11,795,000 | -37.9% | 81,115 | -12.1% | 8.18% | -28.9% |
| Q4 2019 | $18,997,000 | – | 92,299 | – | 11.50% | – |
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% |