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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $1,326,000 | +8.0% | 7,069 | +9.2% | 0.17% | -23.9% |
| Q4 2017 | $1,228,000 | +7.3% | 6,473 | +1.2% | 0.22% | +1.8% |
| Q3 2017 | $1,144,000 | +2.6% | 6,396 | -0.2% | 0.22% | -4.8% |
| Q2 2017 | $1,115,000 | +48.1% | 6,408 | +31.7% | 0.23% | +5.0% |
| Q3 2016 | $753,000 | +3.2% | 4,864 | -0.5% | 0.22% | +4.8% |
| Q2 2016 | $730,000 | +33.9% | 4,887 | +29.4% | 0.21% | +30.0% |
| Q1 2016 | $545,000 | -21.2% | 3,778 | -24.0% | 0.16% | -24.2% |
| Q4 2015 | $692,000 | +8.6% | 4,968 | +6.6% | 0.21% | +3.4% |
| Q3 2015 | $637,000 | -4.9% | 4,660 | +4.3% | 0.20% | +4.1% |
| Q2 2015 | $670,000 | +27.4% | 4,470 | +29.2% | 0.20% | +24.1% |
| Q1 2015 | $526,000 | +9.1% | 3,459 | +3.8% | 0.16% | +2.6% |
| Q4 2014 | $482,000 | +5.0% | 3,331 | -0.7% | 0.15% | +1.3% |
| Q3 2014 | $459,000 | +70.0% | 3,356 | +77.6% | 0.15% | +68.9% |
| Q2 2014 | $270,000 | +3.4% | 1,890 | -0.3% | 0.09% | +2.3% |
| Q1 2014 | $261,000 | -18.4% | 1,895 | -20.7% | 0.09% | -22.1% |
| Q4 2013 | $320,000 | +17.6% | 2,390 | +8.9% | 0.11% | +9.7% |
| Q3 2013 | $272,000 | +2.6% | 2,195 | -4.4% | 0.10% | -1.0% |
| Q2 2013 | $265,000 | – | 2,295 | – | 0.10% | – |
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% |