ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 225 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 2.91 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $9,000 | 0.0% | 50 | 0.0% | 0.02% | +14.3% |
| Q4 2017 | $9,000 | -47.1% | 50 | -50.0% | 0.02% | -30.0% |
| Q3 2017 | $17,000 | 0.0% | 100 | 0.0% | 0.03% | +11.1% |
| Q2 2017 | $17,000 | -90.1% | 100 | -90.9% | 0.03% | -88.9% |
| Q1 2017 | $171,000 | +7.5% | 1,100 | 0.0% | 0.24% | -7.2% |
| Q4 2016 | $159,000 | -3.6% | 1,100 | 0.0% | 0.26% | -9.3% |
| Q3 2016 | $165,000 | +1.2% | 1,100 | 0.0% | 0.29% | +11.5% |
| Q2 2016 | $163,000 | +1064.3% | 1,100 | +1000.0% | 0.26% | +1138.1% |
| Q1 2016 | $14,000 | -6.7% | 100 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $15,000 | +7.1% | 100 | 0.0% | 0.02% | +5.0% |
| Q3 2015 | $14,000 | -12.5% | 100 | 0.0% | 0.02% | +11.1% |
| Q2 2015 | $16,000 | +6.7% | 100 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $15,000 | +7.1% | 100 | 0.0% | 0.02% | +12.5% |
| Q4 2014 | $14,000 | +7.7% | 100 | 0.0% | 0.02% | -5.9% |
| Q3 2014 | $13,000 | – | 100 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 46,794 | $11,507,000 | 7.35% |
| Sowa Financial Group, Inc. | 30,388 | $7,473,000 | 5.03% |
| First Citizens Financial Corp | 19,195 | $4,672,000 | 4.07% |
| JGP Wealth Management, LLC | 58,474 | $14,776,000 | 3.42% |
| Oakworth Capital, Inc. | 95,927 | $23,589,000 | 3.06% |
| HC Advisors, LLC | 12,738 | $3,132,000 | 2.14% |
| Cadent Capital Advisors, LLC | 16,091 | $3,957,000 | 1.95% |
| Kesler, Norman & Wride, LLC | 28,270 | $6,952,000 | 1.94% |
| PETTYJOHN, WOOD & WHITE, INC | 22,458 | $5,523,000 | 1.41% |
| Mine & Arao Wealth Creation & Management, LLC. | 7,900 | $1,943,000 | 1.40% |