ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,134 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.17 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $523,000 | -28.6% | 2,539 | -33.0% | 0.48% | -31.9% |
| Q3 2019 | $732,000 | -25.6% | 3,789 | -25.2% | 0.70% | -27.4% |
| Q2 2019 | $984,000 | +4.6% | 5,066 | +2.0% | 0.96% | -0.7% |
| Q1 2019 | $941,000 | -11.2% | 4,967 | -23.0% | 0.97% | -30.7% |
| Q4 2018 | $1,060,000 | -27.5% | 6,450 | -11.6% | 1.40% | -19.4% |
| Q3 2018 | $1,462,000 | +564.5% | 7,294 | +551.2% | 1.74% | +823.4% |
| Q2 2018 | $220,000 | – | 1,120 | – | 0.19% | – |
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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% |