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 | $1,957,000 | +189.9% | 9,557 | +173.6% | 0.87% | +45.7% |
Q3 2019 | $675,000 | +6.1% | 3,493 | +4.0% | 0.60% | 0.0% |
Q2 2019 | $636,000 | +51.4% | 3,358 | +51.3% | 0.60% | +32.1% |
Q1 2019 | $420,000 | +17.6% | 2,219 | +3.1% | 0.45% | -8.9% |
Q4 2018 | $357,000 | +7.5% | 2,153 | +30.6% | 0.50% | +54.5% |
Q3 2018 | $332,000 | +9.9% | 1,649 | +6.2% | 0.32% | +8.8% |
Q2 2018 | $302,000 | +39.8% | 1,552 | +34.6% | 0.30% | +26.1% |
Q1 2018 | $216,000 | +92.9% | 1,153 | +83.3% | 0.23% | +136.4% |
Q3 2017 | $112,000 | +600.0% | 629 | +598.9% | 0.10% | +518.8% |
Q2 2017 | $16,000 | – | 90 | – | 0.02% | – |
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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% |