ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,098 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $995,000 | +0.5% | 5,076 | -2.9% | 0.26% | -10.5% |
| Q1 2019 | $990,000 | +4.4% | 5,227 | -8.5% | 0.30% | -6.3% |
| Q4 2018 | $948,000 | -18.3% | 5,710 | -0.9% | 0.32% | -1.6% |
| Q3 2018 | $1,160,000 | -16.2% | 5,764 | -18.9% | 0.32% | -24.5% |
| Q2 2018 | $1,384,000 | -1.7% | 7,106 | -5.4% | 0.42% | -3.0% |
| Q1 2018 | $1,408,000 | +3605.3% | 7,508 | +3654.0% | 0.44% | +3269.2% |
| Q4 2017 | $38,000 | – | 200 | – | 0.01% | – |
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% |