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 | $250,746 | -6.1% | 4,285 | +345.0% | 0.04% | -18.0% |
| Q4 2023 | $266,985 | +7.9% | 963 | -2.8% | 0.05% | +6.4% |
| Q3 2023 | $247,353 | -5.5% | 991 | -0.9% | 0.05% | -11.3% |
| Q2 2023 | $261,736 | +1.8% | 1,000 | +10.1% | 0.05% | -55.5% |
| Q4 2021 | $257,000 | -31.8% | 908 | -36.6% | 0.12% | -39.6% |
| Q3 2021 | $377,000 | -8.3% | 1,433 | -6.2% | 0.20% | -11.3% |
| Q2 2021 | $411,000 | +16.8% | 1,528 | +13.1% | 0.22% | +13.3% |
| Q1 2021 | $352,000 | +11.7% | 1,351 | -1.5% | 0.20% | -7.1% |
| Q4 2020 | $315,000 | +12.9% | 1,371 | -8.9% | 0.21% | -9.4% |
| Q3 2020 | $279,000 | -14.7% | 1,505 | -18.1% | 0.23% | -19.9% |
| Q2 2020 | $327,000 | – | 1,838 | – | 0.29% | – |
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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% |