ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,381 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $120 | -4.0% | 2,055 | 0.0% | 0.02% | -5.6% |
| Q1 2024 | $125 | +9.6% | 2,055 | +400.0% | 0.02% | +5.9% |
| Q4 2023 | $114 | +11.8% | 411 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $102 | -4.7% | 411 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $107 | +10600.0% | 411 | +37.0% | 0.02% | – |
| Q1 2023 | $1 | -99.0% | 300 | -24.1% | 0.00% | -100.0% |
| Q4 2022 | $96 | -99.9% | 395 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $87,000 | -2.2% | 395 | 0.0% | 0.02% | +7.1% |
| Q2 2022 | $89,000 | -16.0% | 395 | 0.0% | 0.01% | -6.7% |
| Q1 2022 | $106,000 | -27.9% | 395 | -23.7% | 0.02% | -21.1% |
| Q4 2021 | $147,000 | +8.1% | 518 | 0.0% | 0.02% | -5.0% |
| Q3 2021 | $136,000 | -2.2% | 518 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $139,000 | +3.0% | 518 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $135,000 | +275.0% | 518 | +227.8% | 0.02% | +233.3% |
| Q4 2020 | $36,000 | +24.1% | 158 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $29,000 | +3.6% | 158 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $28,000 | +21.7% | 158 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $23,000 | -30.3% | 158 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $33,000 | +6.5% | 158 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $31,000 | +19.2% | 158 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $26,000 | – | 158 | – | 0.01% | – |
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% |