ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 634 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.49 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $32,250,000 | -8.8% | 236,073 | +0.2% | 0.28% | -5.1% |
| Q2 2015 | $35,352,000 | -3.2% | 235,708 | -1.9% | 0.29% | -5.2% |
| Q1 2015 | $36,509,000 | -9.0% | 240,225 | -13.3% | 0.31% | -11.5% |
| Q4 2014 | $40,111,000 | +177.3% | 277,013 | +161.9% | 0.35% | +163.6% |
| Q3 2014 | $14,464,000 | -62.1% | 105,777 | -60.3% | 0.13% | -62.1% |
| Q2 2014 | $38,122,000 | +103.5% | 266,436 | +95.6% | 0.35% | +32.3% |
| Q1 2014 | $18,729,000 | -3.4% | 136,248 | -6.0% | 0.26% | -9.9% |
| Q4 2013 | $19,387,000 | +13.8% | 144,887 | +5.6% | 0.29% | -3.0% |
| Q3 2013 | $17,034,000 | +116.9% | 137,214 | +101.8% | 0.30% | +106.2% |
| Q2 2013 | $7,852,000 | – | 67,989 | – | 0.15% | – |
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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% |