ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 323 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $5,153,000 | +13.3% | 26,686 | +10.9% | 0.03% | +3.2% |
| Q3 2019 | $4,549,000 | -10.3% | 24,066 | -7.3% | 0.03% | -16.2% |
| Q2 2019 | $5,070,000 | -41.3% | 25,954 | -41.7% | 0.04% | -43.9% |
| Q1 2019 | $8,631,000 | +23.6% | 44,541 | +15.3% | 0.07% | +4.8% |
| Q4 2018 | $6,982,000 | +10.3% | 38,618 | +23.7% | 0.06% | +18.9% |
| Q3 2018 | $6,332,000 | +31.5% | 31,209 | +11.8% | 0.05% | +17.8% |
| Q2 2018 | $4,816,000 | 0.0% | 27,917 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $4,816,000 | +30.0% | 27,917 | +31.2% | 0.04% | +28.6% |
| Q4 2017 | $3,705,000 | -35.2% | 21,272 | -36.1% | 0.04% | -43.5% |
| Q3 2017 | $5,720,000 | +158.2% | 33,280 | +146.0% | 0.06% | +138.5% |
| Q2 2017 | $2,215,000 | -8.3% | 13,531 | -12.8% | 0.03% | -16.1% |
| Q1 2017 | $2,415,000 | +30.4% | 15,514 | +21.2% | 0.03% | +19.2% |
| Q4 2016 | $1,852,000 | -42.5% | 12,804 | -40.2% | 0.03% | -45.8% |
| Q3 2016 | $3,219,000 | +28.9% | 21,413 | +27.2% | 0.05% | +20.0% |
| Q2 2016 | $2,498,000 | -1.4% | 16,840 | -6.6% | 0.04% | -11.1% |
| Q1 2016 | $2,533,000 | +8.9% | 18,030 | +16.2% | 0.04% | +4.7% |
| Q4 2015 | $2,326,000 | -44.3% | 15,512 | -47.3% | 0.04% | -50.0% |
| Q3 2015 | $4,175,000 | -49.5% | 29,443 | -43.5% | 0.09% | -43.8% |
| Q2 2015 | $8,267,000 | -18.9% | 52,088 | -21.3% | 0.15% | -21.9% |
| Q1 2015 | $10,198,000 | +61.6% | 66,150 | +51.3% | 0.20% | +40.0% |
| Q4 2014 | $6,311,000 | -56.5% | 43,720 | -59.5% | 0.14% | -64.6% |
| Q3 2014 | $14,493,000 | -30.8% | 107,900 | -34.0% | 0.40% | -31.2% |
| Q2 2014 | $20,950,000 | -46.9% | 163,404 | -49.0% | 0.57% | -50.1% |
| Q1 2014 | $39,421,000 | +67.2% | 320,417 | +58.3% | 1.15% | +58.2% |
| Q4 2013 | $23,582,000 | +24.4% | 202,436 | +14.2% | 0.73% | +13.2% |
| Q3 2013 | $18,951,000 | +240.9% | 177,241 | +219.4% | 0.64% | +224.2% |
| Q2 2013 | $5,559,000 | – | 55,489 | – | 0.20% | – |
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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% |