ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,291 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.06 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $26,627 | -3.7% | 455 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $27,637 | +9.6% | 455 | +400.0% | 0.00% | 0.0% |
| Q4 2023 | $25,221 | +11.1% | 91 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $22,691 | -4.6% | 91 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $23,795 | +4.5% | 91 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $22,765 | +3.4% | 91 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $22,012 | -59.2% | 91 | -52.4% | 0.00% | -60.0% |
| Q4 2021 | $54,000 | +8.0% | 191 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $50,000 | -2.0% | 191 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $51,000 | -21.5% | 191 | -23.0% | 0.01% | -28.6% |
| Q1 2021 | $65,000 | +14.0% | 248 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $57,000 | +23.9% | 248 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $46,000 | +4.5% | 248 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $44,000 | +22.2% | 248 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $36,000 | -29.4% | 248 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $51,000 | +6.2% | 248 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $48,000 | 0.0% | 248 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $48,000 | +2.1% | 248 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $47,000 | +14.6% | 248 | 0.0% | 0.01% | +16.7% |
| Q4 2018 | $41,000 | -18.0% | 248 | 0.0% | 0.01% | -14.3% |
| Q3 2018 | $50,000 | +4.2% | 248 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $48,000 | +182.4% | 248 | +172.5% | 0.01% | +133.3% |
| Q1 2018 | $17,000 | 0.0% | 91 | 0.0% | 0.00% | +50.0% |
| Q4 2017 | $17,000 | – | 91 | – | 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% |