ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 935 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.16 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $13,629,000 | +406.8% | 72,661 | +412.7% | 0.00% | +300.0% |
| Q4 2017 | $2,689,000 | -71.5% | 14,172 | -73.2% | 0.00% | -66.7% |
| Q3 2017 | $9,430,000 | +33.8% | 52,854 | +30.5% | 0.00% | 0.0% |
| Q2 2017 | $7,046,000 | +51.4% | 40,510 | +49.0% | 0.00% | +50.0% |
| Q1 2017 | $4,655,000 | +82.5% | 27,192 | +76.3% | 0.00% | +100.0% |
| Q4 2016 | $2,550,000 | +73.1% | 15,423 | +61.9% | 0.00% | 0.0% |
| Q3 2016 | $1,473,000 | – | 9,526 | – | 0.00% | – |
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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% |