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 | $27,757,518 | -3.8% | 474,325 | -0.1% | 7.52% | +0.7% |
| Q1 2024 | $28,842,359 | +24.3% | 474,850 | +467.1% | 7.47% | -7.8% |
| Q4 2023 | $23,207,006 | -49.3% | 83,734 | -52.0% | 8.10% | -9.7% |
| Q3 2023 | $45,802,615 | +91.3% | 174,352 | +90.4% | 8.97% | +40.8% |
| Q2 2023 | $23,945,827 | +3.6% | 91,578 | -0.9% | 6.37% | +3.7% |
| Q1 2023 | $23,116,178 | -13.3% | 92,406 | -16.2% | 6.14% | -14.2% |
| Q4 2022 | $26,671,749 | +7.6% | 110,264 | -2.5% | 7.16% | +4.5% |
| Q3 2022 | $24,798,000 | -3.8% | 113,098 | -0.7% | 6.85% | +8.1% |
| Q2 2022 | $25,767,000 | -24.9% | 113,896 | -11.0% | 6.34% | -11.2% |
| Q1 2022 | $34,325,000 | +0.3% | 127,918 | -1.7% | 7.14% | -6.1% |
| Q3 2021 | $34,234,000 | +12.8% | 130,134 | +15.2% | 7.61% | +5.6% |
| Q2 2021 | $30,351,000 | +104558.6% | 112,944 | +0.6% | 7.20% | +32645.5% |
| Q1 2021 | $29,000 | -99.9% | 112,251 | -7.3% | 0.02% | -99.7% |
| Q4 2020 | $27,826,000 | +24.8% | 121,073 | +0.6% | 7.55% | +27.7% |
| Q3 2020 | $22,304,000 | -2.5% | 120,367 | -6.5% | 5.92% | -7.2% |
| Q2 2020 | $22,880,000 | +28.1% | 128,673 | +3.7% | 6.37% | +5.1% |
| Q1 2020 | $17,859,000 | -25.4% | 124,141 | +6.7% | 6.06% | -3.9% |
| Q4 2019 | $23,952,000 | – | 116,378 | – | 6.31% | – |
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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% |