ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,500 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $5,774,000 | +3.6% | 29,880 | +4.2% | 0.21% | +3.9% |
| Q2 2019 | $5,573,000 | +4.8% | 28,687 | +2.2% | 0.20% | -5.1% |
| Q1 2019 | $5,317,000 | +21.5% | 28,073 | +6.5% | 0.22% | +9.6% |
| Q4 2018 | $4,377,000 | -17.5% | 26,359 | 0.0% | 0.20% | +2.6% |
| Q3 2018 | $5,306,000 | +8.0% | 26,359 | +4.5% | 0.19% | -1.0% |
| Q2 2018 | $4,915,000 | +7.3% | 25,234 | +3.3% | 0.19% | +0.5% |
| Q1 2018 | $4,582,000 | -1.2% | 24,428 | 0.0% | 0.19% | -1.5% |
| Q4 2017 | $4,636,000 | +0.6% | 24,428 | -5.2% | 0.20% | -9.3% |
| Q3 2017 | $4,609,000 | +2.4% | 25,763 | -0.4% | 0.22% | -3.1% |
| Q2 2017 | $4,499,000 | +1.6% | 25,863 | 0.0% | 0.22% | -8.6% |
| Q1 2017 | $4,428,000 | +7.3% | 25,863 | +3.6% | 0.24% | -3.9% |
| Q4 2016 | $4,128,000 | – | 24,965 | – | 0.25% | – |
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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% |