ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,270 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $3,119,000 | -2.1% | 15,505 | -5.2% | 3.40% | -9.6% |
| Q2 2018 | $3,186,000 | -13.7% | 16,356 | -17.4% | 3.76% | -26.5% |
| Q1 2018 | $3,691,000 | +3.0% | 19,807 | +4.8% | 5.12% | -34.5% |
| Q4 2017 | $3,585,000 | +22.6% | 18,891 | +15.6% | 7.81% | +1.0% |
| Q3 2017 | $2,923,000 | +8.6% | 16,339 | +5.6% | 7.74% | -0.8% |
| Q2 2017 | $2,691,000 | +16.2% | 15,469 | +14.4% | 7.80% | +6.8% |
| Q1 2017 | $2,315,000 | +2.9% | 13,519 | -0.6% | 7.30% | -6.9% |
| Q4 2016 | $2,249,000 | – | 13,604 | – | 7.84% | – |
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% |