ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,134 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.17 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $11,484,000 | +3.7% | 55,795 | -2.6% | 3.08% | -2.2% |
| Q3 2019 | $11,069,000 | -3.1% | 57,285 | -2.6% | 3.14% | -4.8% |
| Q2 2019 | $11,427,000 | +11.7% | 58,824 | +8.9% | 3.30% | +10.4% |
| Q1 2019 | $10,233,000 | +20.3% | 54,028 | +5.5% | 2.99% | +7.1% |
| Q4 2018 | $8,506,000 | -16.2% | 51,225 | +1.5% | 2.79% | -3.0% |
| Q3 2018 | $10,156,000 | +7.2% | 50,454 | +3.7% | 2.88% | +4.1% |
| Q2 2018 | $9,475,000 | +3.7% | 48,646 | -0.1% | 2.76% | +3.5% |
| Q1 2018 | $9,133,000 | +0.1% | 48,694 | +1.3% | 2.67% | +3.4% |
| Q4 2017 | $9,125,000 | +6.2% | 48,082 | +0.1% | 2.58% | +0.4% |
| Q3 2017 | $8,595,000 | +3.0% | 48,045 | +0.1% | 2.57% | +1.2% |
| Q2 2017 | $8,345,000 | +10.6% | 47,975 | +8.9% | 2.54% | -5.0% |
| Q1 2017 | $7,543,000 | +9.5% | 44,053 | +5.7% | 2.68% | +5.0% |
| Q4 2016 | $6,888,000 | +20.4% | 41,659 | +12.7% | 2.55% | +19.9% |
| Q3 2016 | $5,719,000 | +4.3% | 36,965 | +0.7% | 2.12% | +4.2% |
| Q2 2016 | $5,485,000 | +5.6% | 36,717 | +1.9% | 2.04% | 0.0% |
| Q1 2016 | $5,196,000 | +10.0% | 36,036 | +6.3% | 2.04% | +7.9% |
| Q4 2015 | $4,722,000 | +38.7% | 33,894 | +36.0% | 1.89% | +27.4% |
| Q3 2015 | $3,405,000 | -6.1% | 24,928 | +3.1% | 1.48% | +4.4% |
| Q2 2015 | $3,627,000 | +22.5% | 24,183 | +24.1% | 1.42% | +22.6% |
| Q1 2015 | $2,962,000 | +42.3% | 19,491 | +35.6% | 1.16% | +40.8% |
| Q4 2014 | $2,082,000 | +112.0% | 14,376 | +100.2% | 0.82% | +105.2% |
| Q3 2014 | $982,000 | -0.4% | 7,182 | +4.2% | 0.40% | +3.9% |
| Q2 2014 | $986,000 | -2.6% | 6,890 | -6.4% | 0.39% | -3.5% |
| Q1 2014 | $1,012,000 | +7.5% | 7,363 | +4.7% | 0.40% | +0.5% |
| Q4 2013 | $941,000 | – | 7,031 | – | 0.40% | – |
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% |