ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 600 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.83 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $209,000 | +2.5% | 1,400 | -1.1% | 0.20% | +5.4% |
| Q1 2016 | $204,000 | +2.0% | 1,416 | -1.4% | 0.19% | +19.2% |
| Q4 2015 | $200,000 | -7.0% | 1,436 | -8.9% | 0.16% | -9.3% |
| Q3 2015 | $215,000 | -11.2% | 1,576 | -2.2% | 0.17% | +4.2% |
| Q2 2015 | $242,000 | -2.0% | 1,611 | -1.0% | 0.16% | -10.3% |
| Q1 2015 | $247,000 | +7.9% | 1,627 | +2.8% | 0.18% | +49.6% |
| Q4 2014 | $229,000 | +4.1% | 1,582 | -1.6% | 0.12% | +4.2% |
| Q3 2014 | $220,000 | -0.9% | 1,607 | +3.7% | 0.12% | +7.3% |
| Q2 2014 | $222,000 | – | 1,549 | – | 0.11% | – |
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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% |