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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $2,068,000 | +3.9% | 10,619 | 0.0% | 0.18% | -1.1% |
| Q1 2018 | $1,991,000 | -7.1% | 10,619 | -6.0% | 0.19% | -11.4% |
| Q4 2017 | $2,144,000 | +14.5% | 11,301 | +7.9% | 0.21% | +3.4% |
| Q3 2017 | $1,873,000 | +5.3% | 10,471 | +2.4% | 0.20% | +1.0% |
| Q2 2017 | $1,778,000 | +1.6% | 10,226 | 0.0% | 0.20% | -5.6% |
| Q1 2017 | $1,750,000 | +10.0% | 10,226 | +6.2% | 0.21% | +4.4% |
| Q4 2016 | $1,591,000 | – | 9,626 | – | 0.20% | – |
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% |