ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 710 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.27 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $117,207,000 | +34.6% | 684,545 | +30.0% | 0.85% | +23.3% |
| Q4 2016 | $87,075,000 | +19.5% | 526,641 | +11.8% | 0.69% | +12.5% |
| Q3 2016 | $72,845,000 | +7.2% | 470,847 | +3.5% | 0.61% | -2.2% |
| Q2 2016 | $67,934,000 | +14.5% | 454,743 | +10.5% | 0.62% | +7.8% |
| Q1 2016 | $59,329,000 | +12.0% | 411,466 | +8.2% | 0.58% | +6.8% |
| Q4 2015 | $52,966,000 | +18.1% | 380,172 | +15.8% | 0.54% | +9.3% |
| Q3 2015 | $44,845,000 | +1.6% | 328,276 | +11.5% | 0.50% | +1.6% |
| Q2 2015 | $44,139,000 | +5.7% | 294,301 | +7.1% | 0.49% | +1.0% |
| Q1 2015 | $41,776,000 | +11.5% | 274,877 | +6.2% | 0.48% | +3.4% |
| Q4 2014 | $37,481,000 | +18.8% | 258,849 | +12.2% | 0.47% | +8.4% |
| Q3 2014 | $31,546,000 | -2.3% | 230,703 | +2.2% | 0.43% | -6.9% |
| Q2 2014 | $32,299,000 | +10.1% | 225,742 | +5.8% | 0.46% | -0.2% |
| Q1 2014 | $29,342,000 | +11.9% | 213,446 | +8.9% | 0.46% | +6.9% |
| Q4 2013 | $26,227,000 | +16.5% | 196,005 | +8.1% | 0.43% | +2.6% |
| Q3 2013 | $22,514,000 | +17.5% | 181,366 | +9.3% | 0.42% | +5.5% |
| Q2 2013 | $19,161,000 | – | 165,900 | – | 0.40% | – |
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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% |