ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,381 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.23 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $335,027 | -3.7% | 5,725 | 0.0% | 0.23% | +12.4% |
| Q1 2024 | $347,737 | +9.6% | 5,725 | +400.0% | 0.20% | -12.2% |
| Q4 2023 | $317,337 | +11.1% | 1,145 | 0.0% | 0.23% | +7.0% |
| Q3 2023 | $285,506 | -4.6% | 1,145 | 0.0% | 0.22% | -0.5% |
| Q2 2023 | $299,394 | +4.5% | 1,145 | 0.0% | 0.22% | +0.9% |
| Q1 2023 | $286,433 | +3.4% | 1,145 | 0.0% | 0.21% | +2.4% |
| Q4 2022 | $276,964 | +10.3% | 1,145 | 0.0% | 0.21% | -5.4% |
| Q3 2022 | $251,000 | -3.1% | 1,145 | 0.0% | 0.22% | +7.3% |
| Q2 2022 | $259,000 | -15.6% | 1,145 | 0.0% | 0.21% | -1.4% |
| Q1 2022 | $307,000 | -5.2% | 1,145 | 0.0% | 0.21% | -0.9% |
| Q4 2021 | $324,000 | +8.7% | 1,145 | 0.0% | 0.21% | -11.0% |
| Q1 2021 | $298,000 | +11.6% | 1,145 | -1.5% | 0.24% | +17.9% |
| Q4 2020 | $267,000 | +24.2% | 1,162 | 0.0% | 0.20% | -2.0% |
| Q3 2020 | $215,000 | +28.7% | 1,162 | 0.0% | 0.20% | +1.0% |
| Q1 2020 | $167,000 | -30.1% | 1,162 | 0.0% | 0.20% | +14.0% |
| Q4 2019 | $239,000 | – | 1,162 | – | 0.18% | – |
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% |