ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 946 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.20 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $389,000 | +6.6% | 1,890 | 0.0% | 0.16% | -3.7% |
Q3 2019 | $365,000 | -0.5% | 1,890 | 0.0% | 0.16% | -9.9% |
Q2 2019 | $367,000 | +2.5% | 1,890 | 0.0% | 0.18% | -6.7% |
Q1 2019 | $358,000 | +14.0% | 1,890 | 0.0% | 0.19% | 0.0% |
Q4 2018 | $314,000 | -17.4% | 1,890 | 0.0% | 0.19% | +4.3% |
Q3 2018 | $380,000 | +3.3% | 1,890 | 0.0% | 0.19% | -7.0% |
Q2 2018 | $368,000 | +4.2% | 1,890 | 0.0% | 0.20% | -18.7% |
Q1 2018 | $353,000 | -1.7% | 1,890 | 0.0% | 0.25% | +24.9% |
Q4 2017 | $359,000 | +5.3% | 1,890 | 0.0% | 0.20% | -1.5% |
Q3 2017 | $341,000 | +3.3% | 1,890 | 0.0% | 0.20% | -1.0% |
Q2 2017 | $330,000 | +21.3% | 1,890 | +18.9% | 0.20% | +2.0% |
Q1 2017 | $272,000 | – | 1,590 | – | 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% |