ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 623 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.74 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2018 | $507,000 | -3.1% | 2,701 | -2.0% | 0.11% | +23.3% |
Q4 2017 | $523,000 | +4.2% | 2,756 | -1.8% | 0.09% | +25.0% |
Q3 2017 | $502,000 | +0.6% | 2,806 | -2.4% | 0.07% | -15.3% |
Q2 2017 | $499,000 | -5.1% | 2,874 | -6.5% | 0.08% | -14.1% |
Q1 2017 | $526,000 | -4.2% | 3,074 | -7.4% | 0.10% | +2.1% |
Q4 2016 | $549,000 | +6.6% | 3,319 | -0.3% | 0.10% | 0.0% |
Q3 2016 | $515,000 | +1.2% | 3,330 | -2.2% | 0.10% | +9.0% |
Q2 2016 | $509,000 | -2.3% | 3,405 | -5.8% | 0.09% | -5.3% |
Q1 2016 | $521,000 | +9.9% | 3,614 | +6.1% | 0.09% | +13.3% |
Q4 2015 | $474,000 | -0.8% | 3,405 | -2.6% | 0.08% | -5.7% |
Q3 2015 | $478,000 | -35.2% | 3,495 | -29.0% | 0.09% | -25.4% |
Q2 2015 | $738,000 | +12.5% | 4,923 | +14.0% | 0.12% | +4.4% |
Q1 2015 | $656,000 | – | 4,318 | – | 0.11% | – |
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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% |