ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,298 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $39,000 | +2.6% | 200 | 0.0% | 0.20% | -1.0% |
| Q1 2019 | $38,000 | -5.0% | 200 | -16.7% | 0.20% | -9.5% |
| Q4 2018 | $40,000 | -38.5% | 240 | -25.7% | 0.22% | 0.0% |
| Q3 2018 | $65,000 | +3.2% | 323 | -0.6% | 0.22% | +5.7% |
| Q2 2018 | $63,000 | +3.3% | 325 | 0.0% | 0.21% | -13.6% |
| Q1 2018 | $61,000 | -1.6% | 325 | 0.0% | 0.24% | +59.9% |
| Q4 2017 | $62,000 | +67.6% | 325 | +56.2% | 0.15% | +40.7% |
| Q3 2017 | $37,000 | +2.8% | 208 | 0.0% | 0.11% | +50.0% |
| Q2 2017 | $36,000 | 0.0% | 208 | 0.0% | 0.07% | +9.1% |
| Q1 2017 | $36,000 | -21.7% | 208 | -25.2% | 0.07% | -18.5% |
| Q4 2016 | $46,000 | – | 278 | – | 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% |