ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 634 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.49 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $115,000 | +12.7% | 444 | 0.0% | 0.10% | +5.3% |
| Q4 2020 | $102,000 | +24.4% | 444 | 0.0% | 0.09% | +20.5% |
| Q3 2020 | $82,000 | +5.1% | 444 | 0.0% | 0.08% | +32.2% |
| Q2 2020 | $78,000 | +23.8% | 444 | 0.0% | 0.06% | +7.3% |
| Q1 2020 | $63,000 | -30.8% | 444 | 0.0% | 0.06% | -11.3% |
| Q4 2019 | $91,000 | +7.1% | 444 | 0.0% | 0.06% | +6.9% |
| Q3 2019 | $85,000 | -1.2% | 444 | 0.0% | 0.06% | -1.7% |
| Q2 2019 | $86,000 | +2.4% | 444 | 0.0% | 0.06% | -1.7% |
| Q1 2019 | $84,000 | +15.1% | 444 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $73,000 | -7.6% | 444 | 0.0% | 0.06% | -6.2% |
| Q3 2017 | $79,000 | +29.5% | 444 | 0.0% | 0.06% | +12.3% |
| Q3 2015 | $61,000 | -9.0% | 444 | 0.0% | 0.06% | -10.9% |
| Q2 2015 | $67,000 | – | 444 | – | 0.06% | – |
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% |