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 | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $216,000 | -99.9% | 1,583 | -99.9% | 0.02% | -99.9% |
| Q2 2015 | $425,219,000 | +44.5% | 2,835,169 | +46.4% | 37.97% | +89.9% |
| Q1 2015 | $294,347,000 | -47.5% | 1,936,751 | -50.0% | 20.00% | -9.7% |
| Q4 2014 | $560,341,000 | -64.7% | 3,869,764 | -66.7% | 22.14% | -39.6% |
| Q3 2014 | $1,588,857,000 | +33.8% | 11,619,550 | +40.0% | 36.68% | +111.1% |
| Q2 2014 | $1,187,439,000 | -46.9% | 8,299,124 | -50.3% | 17.38% | -47.0% |
| Q4 2013 | $2,234,681,000 | – | 16,700,407 | – | 32.78% | – |
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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% |