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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,371,329 | +41.2% | 23,434 | +501.8% | 1.23% | +22.2% |
| Q3 2023 | $970,969 | -8.1% | 3,894 | -3.6% | 1.00% | -3.3% |
| Q2 2023 | $1,056,641 | -41.4% | 4,041 | -43.9% | 1.04% | -44.9% |
| Q1 2023 | $1,802,653 | -3.6% | 7,206 | -6.8% | 1.88% | +31.7% |
| Q4 2022 | $1,869,810 | +9.0% | 7,730 | -1.2% | 1.43% | -7.4% |
| Q3 2022 | $1,715,000 | -6.3% | 7,820 | -3.3% | 1.54% | -1.4% |
| Q2 2022 | $1,830,000 | -15.8% | 8,088 | -0.1% | 1.57% | -5.3% |
| Q1 2022 | $2,173,000 | -13.1% | 8,097 | -8.4% | 1.65% | +13.8% |
| Q4 2021 | $2,502,000 | +11.2% | 8,837 | +3.3% | 1.45% | -7.7% |
| Q3 2021 | $2,251,000 | +4.6% | 8,556 | +6.8% | 1.58% | -5.7% |
| Q2 2021 | $2,152,000 | +21.3% | 8,008 | +17.5% | 1.67% | +13.4% |
| Q1 2021 | $1,774,000 | +674.7% | 6,816 | -1.9% | 1.47% | +2314.8% |
| Q4 2020 | $229,000 | -80.7% | 6,945 | +8.2% | 0.06% | -94.6% |
| Q3 2020 | $1,189,000 | +3.8% | 6,418 | -0.3% | 1.12% | +319.8% |
| Q2 2020 | $1,145,000 | – | 6,439 | – | 0.27% | – |
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% |