ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 634 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.49 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $5,653,000 | +5.7% | 29,785 | -0.3% | 1.04% | +2.2% |
| Q3 2017 | $5,346,000 | +6.2% | 29,882 | +3.2% | 1.02% | -2.9% |
| Q2 2017 | $5,036,000 | +6.4% | 28,951 | +4.7% | 1.05% | +1.3% |
| Q1 2017 | $4,733,000 | -12.7% | 27,640 | -15.7% | 1.04% | -20.4% |
| Q4 2016 | $5,422,000 | +4.0% | 32,791 | -4.2% | 1.30% | -1.4% |
| Q3 2016 | $5,212,000 | -2.3% | 34,236 | -4.1% | 1.32% | -7.3% |
| Q2 2016 | $5,335,000 | +0.0% | 35,709 | -3.5% | 1.43% | +7.9% |
| Q1 2016 | $5,334,000 | -12.0% | 36,993 | -15.0% | 1.32% | -8.3% |
| Q4 2015 | $6,061,000 | +8.3% | 43,505 | +6.2% | 1.44% | +2.7% |
| Q3 2015 | $5,596,000 | -1.7% | 40,962 | +8.0% | 1.40% | +0.7% |
| Q2 2015 | $5,691,000 | +6.2% | 37,942 | +7.6% | 1.40% | +3.7% |
| Q1 2015 | $5,361,000 | +14.3% | 35,277 | +8.9% | 1.34% | +5.6% |
| Q4 2014 | $4,691,000 | +25.2% | 32,399 | +18.2% | 1.27% | +18.1% |
| Q3 2014 | $3,747,000 | +108.6% | 27,402 | +118.3% | 1.08% | +96.9% |
| Q2 2014 | $1,796,000 | – | 12,550 | – | 0.55% | – |
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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% |