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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $9,891,000 | -6.2% | 56,865 | -7.7% | 3.99% | -12.4% |
| Q1 2017 | $10,547,000 | +5.7% | 61,599 | +2.1% | 4.56% | -8.6% |
| Q4 2016 | $9,978,000 | +7130.4% | 60,354 | +5965.7% | 4.99% | +8803.6% |
| Q4 2015 | $138,000 | +1.5% | 995 | 0.0% | 0.06% | -6.7% |
| Q3 2015 | $136,000 | -8.7% | 995 | 0.0% | 0.06% | -28.6% |
| Q2 2015 | $149,000 | – | 995 | – | 0.08% | – |
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% |