ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,175 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.23 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $409,000 | -51.5% | 2,098 | -53.3% | 0.02% | -52.5% |
| Q1 2018 | $843,000 | +38.4% | 4,495 | +40.0% | 0.04% | +42.9% |
| Q4 2017 | $609,000 | +54.2% | 3,210 | +23.5% | 0.03% | +21.7% |
| Q1 2015 | $395,000 | +41.1% | 2,600 | +34.6% | 0.02% | +43.8% |
| Q4 2014 | $280,000 | +15.2% | 1,931 | +8.9% | 0.02% | +6.7% |
| Q3 2014 | $243,000 | -5.1% | 1,774 | -0.7% | 0.02% | 0.0% |
| Q2 2014 | $256,000 | +4.1% | 1,787 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $246,000 | +2.9% | 1,787 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $239,000 | +7.7% | 1,787 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $222,000 | +7.8% | 1,787 | 0.0% | 0.02% | 0.0% |
| Q2 2013 | $206,000 | -4.2% | 1,787 | -4.2% | 0.02% | -6.2% |
| Q1 2013 | $215,000 | – | 1,865 | – | 0.02% | – |
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% |