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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $7,440,954 | +25.2% | 122,505 | +355.4% | 0.01% | -20.0% |
| Q3 2022 | $5,944,000 | -66.6% | 26,900 | -58.8% | 0.01% | -54.5% |
| Q1 2022 | $17,793,000 | +165.5% | 65,344 | +175.7% | 0.02% | +214.3% |
| Q4 2021 | $6,702,000 | -6.8% | 23,700 | -24.3% | 0.01% | -36.4% |
| Q4 2020 | $7,194,000 | -7.8% | 31,324 | -41.6% | 0.01% | -52.2% |
| Q1 2020 | $7,804,000 | -16.6% | 53,674 | +18.0% | 0.02% | +4.5% |
| Q4 2019 | $9,355,000 | -46.5% | 45,500 | -57.3% | 0.02% | -55.1% |
| Q4 2018 | $17,489,000 | +70.5% | 106,434 | +85.6% | 0.05% | +22.5% |
| Q3 2017 | $10,256,000 | -9.4% | 57,332 | -13.3% | 0.04% | -36.5% |
| Q1 2017 | $11,319,000 | +51.0% | 66,135 | +45.9% | 0.06% | +70.3% |
| Q4 2016 | $7,495,000 | +68.0% | 45,331 | +55.9% | 0.04% | +85.0% |
| Q3 2016 | $4,462,000 | -13.9% | 29,071 | -17.9% | 0.02% | -31.0% |
| Q2 2016 | $5,184,000 | – | 35,400 | – | 0.03% | – |
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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% |