ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 529 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $466,000 | +7.1% | 3,218 | +1.2% | 0.09% | +12.0% |
| Q3 2014 | $435,000 | -4.4% | 3,180 | 0.0% | 0.08% | -3.5% |
| Q2 2014 | $455,000 | +4.1% | 3,180 | 0.0% | 0.09% | +6.2% |
| Q1 2014 | $437,000 | +2.6% | 3,180 | 0.0% | 0.08% | +6.6% |
| Q4 2013 | $426,000 | -54.2% | 3,180 | -57.6% | 0.08% | -53.7% |
| Q3 2013 | $931,000 | +15.1% | 7,500 | +7.1% | 0.16% | -3.5% |
| Q2 2013 | $809,000 | – | 7,000 | – | 0.17% | – |
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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% |