ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 713 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.36 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $202,555 | -3.4% | 3,461 | +0.2% | 0.01% | -7.1% |
| Q1 2024 | $209,722 | -14.0% | 3,453 | +191.1% | 0.01% | -58.8% |
| Q4 2019 | $244,000 | -5.1% | 1,186 | -13.6% | 0.03% | -60.0% |
| Q1 2018 | $257,000 | -80.6% | 1,372 | -85.0% | 0.08% | -83.7% |
| Q1 2016 | $1,322,000 | +49.7% | 9,170 | +55.8% | 0.52% | +52.0% |
| Q2 2015 | $883,000 | -40.0% | 5,887 | -39.2% | 0.34% | -39.1% |
| Q1 2015 | $1,471,000 | – | 9,676 | – | 0.56% | – |
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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% |