ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 713 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.36 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $228,000 | +46.2% | 865 | +49.1% | 0.03% | +45.0% |
| Q2 2021 | $156,000 | +3.3% | 580 | 0.0% | 0.02% | +66.7% |
| Q1 2021 | $151,000 | +13.5% | 580 | 0.0% | 0.01% | +9.1% |
| Q4 2020 | $133,000 | +24.3% | 580 | 0.0% | 0.01% | +10.0% |
| Q3 2020 | $107,000 | -20.7% | 580 | -23.5% | 0.01% | -28.6% |
| Q2 2020 | $135,000 | -11.8% | 758 | -28.8% | 0.01% | -22.2% |
| Q1 2020 | $153,000 | -44.0% | 1,064 | -19.7% | 0.02% | -30.8% |
| Q4 2019 | $273,000 | +78.4% | 1,325 | +67.3% | 0.03% | +62.5% |
| Q3 2019 | $153,000 | -0.6% | 792 | 0.0% | 0.02% | -5.9% |
| Q2 2019 | $154,000 | +2.7% | 792 | 0.0% | 0.02% | -5.6% |
| Q1 2019 | $150,000 | +13.6% | 792 | 0.0% | 0.02% | -5.3% |
| Q4 2018 | $132,000 | -17.0% | 792 | 0.0% | 0.02% | -13.6% |
| Q3 2018 | $159,000 | -17.6% | 792 | -20.2% | 0.02% | -26.7% |
| Q2 2018 | $193,000 | -99.9% | 992 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $186,069,000 | +48.3% | 992 | +50.1% | 0.03% | +50.0% |
| Q4 2017 | $125,445,000 | +1962.2% | 661 | +1844.1% | 0.02% | +1900.0% |
| Q3 2017 | $6,083,000 | +2.9% | 34 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $5,914,000 | -96.9% | 34 | -97.4% | 0.00% | -97.8% |
| Q1 2016 | $190,007,000 | – | 1,296 | – | 0.05% | – |
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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% |