ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 921 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $5,764,000 | +15.2% | 30,351 | +8.4% | 1.88% | -0.7% |
| Q3 2017 | $5,004,000 | -28.3% | 27,995 | -30.2% | 1.90% | -30.9% |
| Q2 2017 | $6,975,000 | +20.5% | 40,092 | +18.7% | 2.75% | +41.9% |
| Q1 2017 | $5,790,000 | +65.8% | 33,773 | +59.2% | 1.94% | +73.2% |
| Q4 2016 | $3,492,000 | +75.2% | 21,208 | +65.6% | 1.12% | +60.5% |
| Q3 2016 | $1,993,000 | +141.9% | 12,809 | +134.0% | 0.70% | +137.5% |
| Q2 2016 | $824,000 | – | 5,473 | – | 0.29% | – |
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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% |