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 | $1,616,615 | -5.7% | 27,625 | -2.1% | 1.03% | -2.7% |
| Q1 2024 | $1,713,476 | +10.9% | 28,210 | +406.2% | 1.06% | +7.3% |
| Q4 2023 | $1,544,557 | +14.8% | 5,573 | +3.2% | 0.98% | +12.7% |
| Q3 2023 | $1,346,003 | -4.4% | 5,398 | +0.3% | 0.87% | +0.6% |
| Q2 2023 | $1,407,547 | +4.7% | 5,383 | +0.2% | 0.87% | +2.1% |
| Q1 2023 | $1,344,360 | +1.7% | 5,374 | -1.6% | 0.85% | -2.9% |
| Q4 2022 | $1,321,687 | +7.9% | 5,464 | -2.2% | 0.88% | +6.2% |
| Q3 2022 | $1,225,000 | -99.9% | 5,589 | -1.8% | 0.82% | -3.1% |
| Q2 2022 | $1,287,022,000 | -22.5% | 5,689 | -8.1% | 0.85% | -11.7% |
| Q1 2022 | $1,660,756,000 | -5.7% | 6,189 | -0.5% | 0.96% | -3.3% |
| Q4 2021 | $1,760,475,000 | +9.3% | 6,219 | +1.6% | 1.00% | +1.9% |
| Q3 2021 | $1,611,041,000 | -0.1% | 6,124 | +2.0% | 0.98% | -2.6% |
| Q2 2021 | $1,613,455,000 | +4.5% | 6,004 | +1.2% | 1.00% | -5.6% |
| Q1 2021 | $1,544,502,000 | +10.7% | 5,934 | -2.2% | 1.06% | -4.5% |
| Q4 2020 | $1,394,838,000 | +15.0% | 6,069 | -7.3% | 1.11% | -2.3% |
| Q3 2020 | $1,212,669,000 | – | 6,544 | – | 1.14% | – |
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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% |