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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $282,000 | +3.3% | 1,400 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $273,000 | +11.9% | 1,400 | +7.7% | 0.01% | +11.1% |
| Q1 2018 | $244,000 | -0.8% | 1,300 | +0.3% | 0.01% | 0.0% |
| Q4 2017 | $246,000 | +16.6% | 1,296 | +7.0% | 0.01% | +12.5% |
| Q2 2017 | $211,000 | -7.5% | 1,211 | -8.9% | 0.01% | -11.1% |
| Q1 2017 | $228,000 | +12.9% | 1,329 | +8.8% | 0.01% | 0.0% |
| Q4 2016 | $202,000 | -6.0% | 1,221 | -22.3% | 0.01% | -18.2% |
| Q3 2015 | $215,000 | -8.5% | 1,572 | +0.1% | 0.01% | +10.0% |
| Q2 2015 | $235,000 | +5.4% | 1,570 | +6.8% | 0.01% | 0.0% |
| Q1 2015 | $223,000 | – | 1,470 | – | 0.01% | – |
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% |