ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,381 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.23 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,712,050 | +89.4% | 29,255 | +96.6% | 0.00% | – |
| Q1 2024 | $903,858 | -12.3% | 14,880 | +300.4% | 0.00% | -100.0% |
| Q4 2023 | $1,030,121 | +80.6% | 3,716 | +62.5% | 0.00% | – |
| Q3 2023 | $570,411 | -16.2% | 2,287 | -12.2% | 0.00% | – |
| Q2 2023 | $681,066 | +35.8% | 2,604 | +29.9% | 0.00% | – |
| Q1 2023 | $501,372 | +114368.5% | 2,004 | +10.7% | 0.00% | – |
| Q4 2022 | $438 | -99.8% | 1,810 | +70.4% | 0.00% | – |
| Q3 2022 | $233,000 | -55.4% | 1,062 | -54.0% | 0.00% | – |
| Q2 2022 | $523,000 | -57.9% | 2,310 | -50.0% | 0.00% | -100.0% |
| Q1 2022 | $1,241,000 | +1.6% | 4,623 | +7.2% | 0.00% | 0.0% |
| Q4 2021 | $1,221,000 | +181.3% | 4,313 | +161.7% | 0.00% | – |
| Q3 2021 | $434,000 | +59.6% | 1,648 | +57.7% | 0.00% | – |
| Q1 2021 | $272,000 | -46.5% | 1,045 | -52.7% | 0.00% | – |
| Q4 2020 | $508,000 | 0.0% | 2,211 | -37.4% | 0.00% | -100.0% |
| Q1 2020 | $508,000 | +64.4% | 3,532 | +121.2% | 0.00% | – |
| Q3 2019 | $309,000 | -5.5% | 1,597 | -5.1% | 0.00% | – |
| Q2 2019 | $327,000 | -36.4% | 1,682 | -42.7% | 0.00% | – |
| Q1 2019 | $514,000 | +70.8% | 2,936 | +62.0% | 0.00% | – |
| Q4 2018 | $301,000 | -42.1% | 1,812 | -29.9% | 0.00% | -100.0% |
| Q3 2018 | $520,000 | +116.7% | 2,584 | +104.3% | 0.00% | – |
| Q4 2017 | $240,000 | -11.8% | 1,265 | -16.8% | 0.00% | – |
| Q3 2017 | $272,000 | +9.7% | 1,521 | +6.8% | 0.00% | – |
| Q2 2017 | $248,000 | -26.2% | 1,424 | -34.4% | 0.00% | -100.0% |
| Q3 2016 | $336,000 | +26.3% | 2,170 | +11.7% | 0.00% | 0.0% |
| Q3 2014 | $266,000 | – | 1,943 | – | 0.00% | – |
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% |