ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 637 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.25 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $3,845,000 | -3.0% | 27,599 | -4.9% | 1.20% | -9.3% |
| Q3 2015 | $3,964,000 | -39.6% | 29,017 | -33.6% | 1.32% | -37.1% |
| Q2 2015 | $6,558,000 | -25.5% | 43,727 | -24.5% | 2.10% | -20.4% |
| Q1 2015 | $8,804,000 | +14.9% | 57,927 | +9.5% | 2.64% | +17.0% |
| Q4 2014 | $7,660,000 | +8.7% | 52,904 | +2.6% | 2.26% | +8.4% |
| Q3 2014 | $7,049,000 | – | 51,550 | – | 2.08% | – |
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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% |