ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 935 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.16 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $4,174,000 | +4.3% | 20,736 | +0.9% | 0.47% | +4.5% |
| Q2 2018 | $4,003,000 | +11.1% | 20,550 | +7.0% | 0.45% | +10.4% |
| Q1 2018 | $3,602,000 | -5.5% | 19,205 | -4.3% | 0.40% | -2.9% |
| Q4 2017 | $3,810,000 | +10.0% | 20,078 | +3.7% | 0.42% | +4.5% |
| Q3 2017 | $3,463,000 | +3.5% | 19,359 | +0.6% | 0.40% | -11.9% |
| Q2 2017 | $3,347,000 | +11.7% | 19,242 | +9.9% | 0.45% | +25.8% |
| Q1 2017 | $2,997,000 | +27.6% | 17,501 | +23.2% | 0.36% | +21.2% |
| Q4 2016 | $2,349,000 | +7.5% | 14,206 | +0.6% | 0.30% | +4.2% |
| Q3 2016 | $2,185,000 | -0.5% | 14,120 | -4.0% | 0.28% | -4.0% |
| Q2 2016 | $2,197,000 | +4.3% | 14,709 | +0.7% | 0.30% | +1.4% |
| Q1 2016 | $2,107,000 | -6.2% | 14,613 | -9.4% | 0.29% | -7.6% |
| Q4 2015 | $2,246,000 | +9.4% | 16,125 | +7.3% | 0.32% | +5.3% |
| Q3 2015 | $2,053,000 | -11.8% | 15,029 | -3.1% | 0.30% | -4.4% |
| Q2 2015 | $2,327,000 | +6.6% | 15,514 | +8.0% | 0.32% | +7.5% |
| Q1 2015 | $2,183,000 | +8.8% | 14,367 | +5.2% | 0.29% | +6.5% |
| Q4 2014 | $2,006,000 | +358.0% | 13,657 | +326.4% | 0.28% | +336.5% |
| Q3 2014 | $438,000 | +69.8% | 3,203 | +77.7% | 0.06% | +70.3% |
| Q2 2014 | $258,000 | – | 1,802 | – | 0.04% | – |
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% |