ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 874 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.20 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $68,000 | +3.0% | 350 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $66,000 | 0.0% | 350 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $66,000 | +8.2% | 350 | 0.0% | 0.02% | +5.0% |
| Q2 2017 | $61,000 | -56.4% | 350 | -57.2% | 0.02% | -56.5% |
| Q1 2017 | $140,000 | +141.4% | 817 | +133.4% | 0.05% | +130.0% |
| Q4 2016 | $58,000 | +16.0% | 350 | 0.0% | 0.02% | +17.6% |
| Q1 2016 | $50,000 | +150.0% | 350 | +118.8% | 0.02% | +112.5% |
| Q3 2013 | $20,000 | – | 160 | – | 0.01% | – |
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% |