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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $417,000 | +10.6% | 2,202 | -3.0% | 0.17% | -1.8% |
| Q4 2018 | $377,000 | -31.8% | 2,271 | -17.5% | 0.17% | -15.8% |
| Q3 2018 | $553,000 | +3.9% | 2,752 | +0.7% | 0.20% | +8.0% |
| Q2 2018 | $532,000 | +3.9% | 2,732 | 0.0% | 0.19% | +0.5% |
| Q1 2018 | $512,000 | -4.7% | 2,732 | -3.5% | 0.19% | -4.1% |
| Q4 2017 | $537,000 | +23.4% | 2,832 | +16.4% | 0.20% | +15.4% |
| Q3 2017 | $435,000 | +2.8% | 2,432 | 0.0% | 0.17% | -1.7% |
| Q2 2017 | $423,000 | +1.7% | 2,432 | 0.0% | 0.17% | -5.5% |
| Q1 2017 | $416,000 | +3.5% | 2,432 | 0.0% | 0.18% | -3.7% |
| Q4 2016 | $402,000 | +38.6% | 2,432 | +29.8% | 0.19% | +41.0% |
| Q3 2016 | $290,000 | +2.8% | 1,873 | -0.9% | 0.13% | -7.6% |
| Q2 2016 | $282,000 | +6.0% | 1,890 | +2.4% | 0.14% | +4.3% |
| Q1 2016 | $266,000 | +3.5% | 1,845 | 0.0% | 0.14% | +5.3% |
| Q4 2015 | $257,000 | +2.0% | 1,845 | 0.0% | 0.13% | -5.7% |
| Q3 2015 | $252,000 | -9.0% | 1,845 | 0.0% | 0.14% | +6.1% |
| Q2 2015 | $277,000 | +10.8% | 1,845 | +12.0% | 0.13% | +10.9% |
| Q1 2015 | $250,000 | – | 1,648 | – | 0.12% | – |
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% |