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 | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $160,000 | -94.4% | 845 | -94.7% | 0.09% | -94.5% |
| Q3 2017 | $2,849,000 | -13.7% | 15,925 | -16.1% | 1.67% | -18.2% |
| Q2 2017 | $3,301,000 | +91.6% | 18,975 | +88.6% | 2.04% | +80.3% |
| Q1 2017 | $1,723,000 | +100.1% | 10,062 | +93.2% | 1.13% | +103.6% |
| Q4 2016 | $861,000 | +10662.5% | 5,208 | +9726.4% | 0.56% | +9150.0% |
| Q1 2016 | $8,000 | -69.2% | 53 | -72.1% | 0.01% | -66.7% |
| Q4 2015 | $26,000 | 0.0% | 190 | 0.0% | 0.02% | -14.3% |
| Q3 2015 | $26,000 | -86.8% | 190 | -85.5% | 0.02% | -82.8% |
| Q2 2015 | $197,000 | -22.7% | 1,312 | -21.9% | 0.12% | -22.8% |
| Q1 2015 | $255,000 | +2.8% | 1,679 | -2.2% | 0.16% | -1.2% |
| Q4 2014 | $248,000 | – | 1,716 | – | 0.16% | – |
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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% |