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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $14,306,000 | +39.3% | 54,374 | +42.3% | 9.56% | +36.5% |
| Q2 2021 | $10,267,000 | +204.9% | 38,214 | +195.8% | 7.00% | +179.7% |
| Q1 2021 | $3,367,000 | +434.4% | 12,920 | +371.5% | 2.50% | +426.9% |
| Q4 2020 | $630,000 | +16.0% | 2,740 | -6.4% | 0.48% | +3.5% |
| Q3 2020 | $543,000 | -83.9% | 2,927 | -84.6% | 0.46% | -85.7% |
| Q2 2020 | $3,379,000 | -55.9% | 18,989 | -64.4% | 3.22% | -68.2% |
| Q1 2020 | $7,669,000 | -28.1% | 53,303 | +2.9% | 10.14% | -8.2% |
| Q4 2019 | $10,661,000 | – | 51,800 | – | 11.05% | – |
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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% |