ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 726 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.15 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $281,000 | +1.4% | 1,448 | -1.1% | 0.15% | -2.6% |
| Q1 2019 | $277,000 | +10.4% | 1,464 | +13.7% | 0.15% | -1.3% |
| Q2 2018 | $251,000 | +3.7% | 1,288 | 0.0% | 0.15% | +2.7% |
| Q1 2018 | $242,000 | -0.8% | 1,288 | 0.0% | 0.15% | +5.7% |
| Q4 2017 | $244,000 | +50.6% | 1,288 | +41.9% | 0.14% | +43.9% |
| Q3 2017 | $162,000 | +1.2% | 908 | -1.3% | 0.10% | +3.2% |
| Q2 2017 | $160,000 | +53.8% | 920 | +37.3% | 0.10% | +55.7% |
| Q1 2017 | $104,000 | -12.6% | 670 | -6.9% | 0.06% | -10.3% |
| Q4 2016 | $119,000 | +14.4% | 720 | +7.5% | 0.07% | +119.4% |
| Q3 2016 | $104,000 | +4.0% | 670 | 0.0% | 0.03% | -47.5% |
| Q2 2016 | $100,000 | – | 670 | – | 0.06% | – |
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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% |