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 | ||||
---|---|---|---|---|---|---|
Q3 2017 | $151,309,000 | +7.5% | 845,773 | +4.5% | 0.90% | +1.2% |
Q2 2017 | $140,782,000 | +15.9% | 809,323 | +14.1% | 0.89% | +10.0% |
Q1 2017 | $121,470,000 | +20.8% | 709,440 | +16.7% | 0.81% | +9.4% |
Q4 2016 | $100,547,000 | +11.7% | 608,120 | +4.5% | 0.74% | +4.1% |
Q3 2016 | $90,007,000 | +28.3% | 581,776 | +23.9% | 0.71% | +20.8% |
Q2 2016 | $70,150,000 | +28.8% | 469,577 | +24.3% | 0.59% | +21.9% |
Q1 2016 | $54,459,000 | +17.0% | 377,687 | +13.0% | 0.48% | +10.0% |
Q4 2015 | $46,547,000 | +10.0% | 334,099 | +7.9% | 0.44% | -0.9% |
Q3 2015 | $42,308,000 | -12.8% | 309,696 | -4.3% | 0.44% | -7.7% |
Q2 2015 | $48,537,000 | +8.1% | 323,622 | +9.5% | 0.48% | +3.4% |
Q1 2015 | $44,916,000 | +21.4% | 295,539 | +15.7% | 0.47% | +12.3% |
Q4 2014 | $36,997,000 | +4.7% | 255,506 | -1.2% | 0.42% | -3.5% |
Q3 2014 | $35,348,000 | +0.8% | 258,507 | +5.5% | 0.43% | +0.7% |
Q2 2014 | $35,058,000 | +11.3% | 245,025 | +7.0% | 0.43% | -1.8% |
Q1 2014 | $31,491,000 | -3.0% | 229,079 | -5.6% | 0.44% | -7.8% |
Q4 2013 | $32,473,000 | +27.9% | 242,684 | +18.7% | 0.47% | +14.6% |
Q3 2013 | $25,388,000 | +15.0% | 204,514 | +7.0% | 0.41% | +5.6% |
Q2 2013 | $22,083,000 | – | 191,198 | – | 0.39% | – |
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% |