ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,298 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,099,807 | -95.3% | 18,972 | -95.1% | 0.12% | -95.6% |
| Q1 2024 | $23,278,129 | +1152.7% | 385,591 | +5590.5% | 2.76% | +1064.6% |
| Q4 2023 | $1,858,182 | -41.2% | 6,776 | -46.5% | 0.24% | -48.1% |
| Q3 2023 | $3,160,262 | +659.2% | 12,674 | +696.1% | 0.46% | +661.7% |
| Q2 2023 | $416,276 | -56.5% | 1,592 | -59.1% | 0.06% | -59.5% |
| Q1 2023 | $956,887 | -96.3% | 3,892 | -96.6% | 0.15% | -96.6% |
| Q3 2022 | $25,604,000 | -11.6% | 113,660 | +0.4% | 4.39% | -2.1% |
| Q2 2022 | $28,950,000 | +11.0% | 113,214 | +3.7% | 4.48% | +4.4% |
| Q1 2022 | $26,092,000 | -0.9% | 109,177 | +9.1% | 4.29% | +3.1% |
| Q3 2021 | $26,336,000 | +6.4% | 100,111 | +5.6% | 4.16% | +2.7% |
| Q2 2021 | $24,749,000 | -0.6% | 94,838 | +3.5% | 4.05% | -5.8% |
| Q1 2021 | $24,893,000 | +29.3% | 91,598 | +9.4% | 4.30% | +23.1% |
| Q4 2020 | $19,250,000 | +2416.3% | 83,756 | +2153.3% | 3.50% | +1118.1% |
| Q4 2019 | $765,000 | +78.3% | 3,717 | +64.2% | 0.29% | +48.7% |
| Q3 2019 | $429,000 | -93.0% | 2,264 | -92.9% | 0.19% | -93.7% |
| Q1 2019 | $6,130,000 | +269.7% | 31,932 | +275.1% | 3.07% | +217.9% |
| Q2 2018 | $1,658,000 | – | 8,514 | – | 0.97% | – |
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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% |