ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,291 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.06 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,531,000 | +17.5% | 7,922 | +17.7% | 3.13% | +153.5% |
| Q2 2019 | $1,303,000 | -18.8% | 6,729 | -20.7% | 1.23% | -5.1% |
| Q1 2019 | $1,605,000 | +57.2% | 8,486 | +38.1% | 1.30% | +28.7% |
| Q4 2018 | $1,021,000 | -42.6% | 6,147 | -30.5% | 1.01% | -33.7% |
| Q3 2018 | $1,778,000 | +20.2% | 8,845 | -20.5% | 1.53% | -2.7% |
| Q2 2018 | $1,479,000 | +21.4% | 11,127 | +71.5% | 1.57% | +33.4% |
| Q1 2018 | $1,218,000 | -28.6% | 6,488 | -26.1% | 1.18% | -23.7% |
| Q4 2017 | $1,706,000 | – | 8,782 | – | 1.54% | – |
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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% |