ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,175 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.23 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $233,000 | +6.9% | 1,132 | +0.2% | 0.08% | -2.3% |
| Q3 2019 | $218,000 | +0.5% | 1,130 | -1.9% | 0.09% | -12.1% |
| Q2 2019 | $217,000 | +10.7% | 1,152 | +11.0% | 0.10% | -22.0% |
| Q1 2019 | $196,000 | -11.3% | 1,038 | -13.5% | 0.13% | +17.6% |
| Q4 2018 | $221,000 | -7.1% | 1,200 | +1.4% | 0.11% | -15.6% |
| Q3 2018 | $238,000 | +1300.0% | 1,183 | -93.0% | 0.13% | +884.6% |
| Q4 2015 | $17,000 | – | 16,858 | – | 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% |