ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 946 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.20 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $14,733,000 | +4.7% | 79,506 | +0.5% | 4.99% | -2.9% |
| Q2 2020 | $14,069,000 | +31.3% | 79,120 | +6.2% | 5.14% | +3.4% |
| Q1 2020 | $10,717,000 | +3.5% | 74,498 | +48.1% | 4.97% | +20.5% |
| Q4 2019 | $10,356,000 | +374.0% | 50,315 | +345.0% | 4.13% | +298.6% |
| Q3 2019 | $2,185,000 | +3.5% | 11,306 | +4.0% | 1.04% | +5.9% |
| Q2 2019 | $2,112,000 | +2.7% | 10,871 | +0.1% | 0.98% | +2.3% |
| Q1 2019 | $2,057,000 | -10.3% | 10,861 | -21.4% | 0.96% | -15.6% |
| Q4 2018 | $2,294,000 | +30.0% | 13,814 | +57.6% | 1.13% | +21.9% |
| Q3 2018 | $1,764,000 | +8.3% | 8,766 | +4.8% | 0.93% | +11.4% |
| Q2 2018 | $1,629,000 | +10.2% | 8,361 | +6.1% | 0.83% | +6.1% |
| Q1 2018 | $1,478,000 | -1.1% | 7,879 | +0.1% | 0.78% | +5.5% |
| Q4 2017 | $1,494,000 | +7.2% | 7,872 | +1.1% | 0.74% | +2.6% |
| Q3 2017 | $1,394,000 | +3.0% | 7,790 | +0.2% | 0.72% | +5.5% |
| Q2 2017 | $1,353,000 | +51.2% | 7,778 | +48.8% | 0.69% | +16.0% |
| Q1 2017 | $895,000 | – | 5,228 | – | 0.59% | – |
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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% |