ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 192 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 7.81 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $59,000 | -3.3% | 412 | +0.7% | 0.04% | +5.9% |
| Q3 2016 | $61,000 | 0.0% | 409 | 0.0% | 0.03% | 0.0% |
| Q2 2016 | $61,000 | +7.0% | 409 | +0.5% | 0.03% | +3.0% |
| Q1 2016 | $57,000 | -5.0% | 407 | +1.5% | 0.03% | +3.1% |
| Q4 2015 | $60,000 | -4.8% | 401 | +0.2% | 0.03% | +3.2% |
| Q2 2015 | $63,000 | +1.6% | 400 | 0.0% | 0.03% | +3.3% |
| Q1 2015 | $62,000 | – | 400 | – | 0.03% | – |
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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% |