ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 754 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.54 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $64,688 | -70.4% | 1,065 | +17.7% | 0.01% | -80.0% |
| Q4 2022 | $218,910 | +2.3% | 905 | -7.2% | 0.02% | -7.4% |
| Q3 2022 | $214,000 | -12.3% | 975 | -19.5% | 0.03% | -59.7% |
| Q3 2018 | $244,000 | -6.2% | 1,211 | -12.5% | 0.07% | -6.9% |
| Q1 2018 | $260,000 | -1.1% | 1,384 | 0.0% | 0.07% | +5.9% |
| Q4 2017 | $263,000 | +4.4% | 1,384 | -1.8% | 0.07% | -1.4% |
| Q3 2017 | $252,000 | +2.9% | 1,409 | 0.0% | 0.07% | 0.0% |
| Q2 2017 | $245,000 | +5.2% | 1,409 | 0.0% | 0.07% | +1.5% |
| Q1 2017 | $233,000 | 0.0% | 1,409 | 0.0% | 0.07% | +1.5% |
| Q4 2016 | $233,000 | +14.8% | 1,409 | +7.3% | 0.07% | +15.5% |
| Q3 2016 | $203,000 | -72.0% | 1,313 | -72.9% | 0.06% | -73.3% |
| Q2 2016 | $725,000 | +763.1% | 4,853 | +732.4% | 0.22% | +768.0% |
| Q1 2016 | $84,000 | +3.7% | 583 | 0.0% | 0.02% | +4.2% |
| Q4 2015 | $81,000 | +1.2% | 583 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $80,000 | -54.0% | 583 | -50.0% | 0.02% | -11.1% |
| Q2 2015 | $174,000 | – | 1,166 | – | 0.03% | – |
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% |