ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,573 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $75,306 | +4.5% | 288 | 0.0% | 0.04% | +12.5% |
| Q1 2023 | $72,046 | +3.4% | 288 | 0.0% | 0.04% | +2.6% |
| Q4 2022 | $69,664 | +10.6% | 288 | 0.0% | 0.04% | +14.7% |
| Q3 2022 | $63,000 | -3.1% | 288 | 0.0% | 0.03% | +17.2% |
| Q2 2022 | $65,000 | -28.6% | 288 | -15.3% | 0.03% | -21.6% |
| Q1 2022 | $91,000 | -21.6% | 340 | -17.1% | 0.04% | -17.8% |
| Q4 2021 | $116,000 | -7.2% | 410 | -13.9% | 0.04% | -11.8% |
| Q3 2021 | $125,000 | +8.7% | 476 | +11.2% | 0.05% | +6.2% |
| Q2 2021 | $115,000 | -24.8% | 428 | -27.2% | 0.05% | -40.0% |
| Q1 2021 | $153,000 | -12.6% | 588 | -22.6% | 0.08% | -51.8% |
| Q4 2020 | $175,000 | – | 760 | – | 0.17% | – |
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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% |