ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 874 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.20 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $1,192,000 | -46.3% | 7,704 | -48.2% | 0.42% | -55.7% |
| Q2 2016 | $2,221,000 | -0.6% | 14,866 | -4.1% | 0.95% | +19.9% |
| Q1 2016 | $2,234,000 | +800.8% | 15,495 | +772.0% | 0.79% | +924.7% |
| Q4 2015 | $248,000 | +57.0% | 1,777 | +53.7% | 0.08% | +234.8% |
| Q3 2015 | $158,000 | -96.8% | 1,156 | -96.5% | 0.02% | -96.9% |
| Q2 2015 | $4,884,000 | +65.1% | 32,564 | +67.3% | 0.74% | +59.1% |
| Q1 2015 | $2,959,000 | -42.6% | 19,469 | -45.4% | 0.47% | -46.0% |
| Q4 2014 | $5,159,000 | -66.4% | 35,627 | -68.2% | 0.86% | -64.8% |
| Q3 2014 | $15,334,000 | +13.2% | 112,140 | +18.5% | 2.46% | -30.7% |
| Q2 2014 | $13,540,000 | -76.6% | 94,635 | -78.1% | 3.55% | -71.2% |
| Q4 2013 | $57,916,000 | – | 432,819 | – | 12.31% | – |
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% |