ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,270 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $902,000 | +0.2% | 4,670 | +0.8% | 0.01% | 0.0% |
| Q2 2019 | $900,000 | +5.0% | 4,635 | +2.5% | 0.01% | +12.5% |
| Q1 2019 | $857,000 | -52.9% | 4,524 | -58.7% | 0.01% | -60.0% |
| Q4 2018 | $1,818,000 | -17.3% | 10,948 | +0.2% | 0.02% | 0.0% |
| Q3 2018 | $2,199,000 | +3.5% | 10,927 | +0.2% | 0.02% | 0.0% |
| Q2 2018 | $2,124,000 | +4.5% | 10,906 | +0.6% | 0.02% | +5.3% |
| Q1 2018 | $2,033,000 | -15.9% | 10,838 | -14.9% | 0.02% | -13.6% |
| Q4 2017 | $2,416,000 | +4.3% | 12,732 | -1.7% | 0.02% | 0.0% |
| Q3 2017 | $2,317,000 | +2.9% | 12,954 | +0.1% | 0.02% | 0.0% |
| Q2 2017 | $2,252,000 | +0.3% | 12,947 | -1.3% | 0.02% | +4.8% |
| Q1 2017 | $2,246,000 | -10.0% | 13,115 | -13.1% | 0.02% | -8.7% |
| Q4 2016 | $2,495,000 | +240.8% | 15,093 | +219.2% | 0.02% | +228.6% |
| Q3 2016 | $732,000 | +3.4% | 4,729 | -0.2% | 0.01% | +16.7% |
| Q2 2016 | $708,000 | -9.7% | 4,740 | -12.8% | 0.01% | -14.3% |
| Q1 2016 | $784,000 | +14.3% | 5,436 | +10.4% | 0.01% | +16.7% |
| Q4 2015 | $686,000 | – | 4,923 | – | 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% |