ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 512 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.86 and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $23,177,000 | +27.8% | 140,179 | +19.6% | 0.75% | +21.2% |
Q3 2016 | $18,134,000 | +18.0% | 117,210 | +14.0% | 0.62% | +12.9% |
Q2 2016 | $15,364,000 | +24.9% | 102,847 | +20.5% | 0.55% | +6.8% |
Q1 2016 | $12,305,000 | +2.2% | 85,341 | -1.3% | 0.52% | -5.7% |
Q4 2015 | $12,044,000 | +76.1% | 86,451 | +72.6% | 0.55% | +2.2% |
Q3 2015 | $6,841,000 | +5.1% | 50,079 | +15.4% | 0.54% | +15.8% |
Q2 2015 | $6,508,000 | +11.3% | 43,390 | +12.7% | 0.46% | +13.0% |
Q1 2015 | $5,849,000 | +117.8% | 38,485 | +107.5% | 0.41% | +40.5% |
Q4 2014 | $2,685,000 | +23.6% | 18,545 | +16.7% | 0.29% | +11.1% |
Q3 2014 | $2,173,000 | +20.4% | 15,892 | +26.0% | 0.26% | +8.7% |
Q2 2014 | $1,805,000 | -44.0% | 12,617 | -46.2% | 0.24% | +3.0% |
Q1 2014 | $3,222,000 | +157.6% | 23,444 | +150.7% | 0.23% | +22.5% |
Q4 2013 | $1,251,000 | +28.2% | 9,352 | +19.0% | 0.19% | +12.4% |
Q3 2013 | $976,000 | +69.7% | 7,859 | +57.9% | 0.17% | +47.8% |
Q2 2013 | $575,000 | – | 4,978 | – | 0.12% | – |
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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% |