ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 194 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.54 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $600,366 | -9.3% | 2,223 | -5.9% | 0.05% | -11.5% |
| Q2 2023 | $662,236 | -7.0% | 2,363 | -9.4% | 0.05% | -11.9% |
| Q1 2023 | $711,867 | -9.5% | 2,607 | -6.0% | 0.06% | -15.7% |
| Q4 2022 | $786,444 | +7.3% | 2,772 | -4.3% | 0.07% | -6.7% |
| Q3 2022 | $733,000 | -5.9% | 2,897 | 0.0% | 0.08% | -2.6% |
| Q2 2022 | $779,000 | -6.9% | 2,897 | 0.0% | 0.08% | +1.3% |
| Q1 2022 | $837,000 | -5.0% | 2,897 | -1.2% | 0.08% | -3.8% |
| Q4 2021 | $881,000 | -7.1% | 2,933 | -15.1% | 0.08% | -30.1% |
| Q3 2021 | $948,000 | +3.6% | 3,454 | +3.0% | 0.11% | +27.0% |
| Q2 2021 | $915,000 | +8.0% | 3,354 | 0.0% | 0.09% | +2.3% |
| Q1 2021 | $847,000 | +0.5% | 3,354 | -2.2% | 0.09% | -6.5% |
| Q4 2020 | $843,000 | +8.2% | 3,429 | 0.0% | 0.09% | -4.1% |
| Q3 2020 | $779,000 | +2.5% | 3,429 | -2.7% | 0.10% | -3.0% |
| Q2 2020 | $760,000 | +13.9% | 3,524 | -0.7% | 0.10% | -3.8% |
| Q1 2020 | $667,000 | -17.7% | 3,550 | -5.4% | 0.10% | -7.1% |
| Q4 2019 | $810,000 | +15.4% | 3,754 | -1.7% | 0.11% | +10.9% |
| Q3 2019 | $702,000 | -6.3% | 3,819 | -0.4% | 0.10% | -11.4% |
| Q2 2019 | $749,000 | +0.8% | 3,834 | 0.0% | 0.11% | -2.6% |
| Q1 2019 | $743,000 | +5.8% | 3,834 | -1.3% | 0.12% | -4.1% |
| Q4 2018 | $702,000 | -10.9% | 3,884 | 0.0% | 0.12% | -3.9% |
| Q3 2018 | $788,000 | +12.9% | 3,884 | -0.9% | 0.13% | +10.4% |
| Q2 2018 | $698,000 | +1.5% | 3,919 | -1.6% | 0.12% | +2.7% |
| Q1 2018 | $688,000 | -16.6% | 3,984 | -15.8% | 0.11% | -11.1% |
| Q4 2017 | $825,000 | +0.1% | 4,734 | -1.3% | 0.13% | -6.7% |
| Q3 2017 | $824,000 | +3.4% | 4,794 | 0.0% | 0.14% | 0.0% |
| Q2 2017 | $797,000 | +0.3% | 4,794 | -6.1% | 0.14% | -2.9% |
| Q1 2017 | $795,000 | +7.4% | 5,106 | -0.6% | 0.14% | +1.5% |
| Q4 2016 | $740,000 | -12.8% | 5,136 | -9.1% | 0.14% | -12.7% |
| Q3 2016 | $849,000 | -4.1% | 5,649 | -5.3% | 0.16% | -6.0% |
| Q2 2016 | $885,000 | +4.4% | 5,966 | -1.2% | 0.17% | +2.5% |
| Q1 2016 | $848,000 | -7.4% | 6,036 | -1.2% | 0.16% | -10.4% |
| Q4 2015 | $916,000 | -1.4% | 6,109 | -8.0% | 0.18% | -5.2% |
| Q3 2015 | $929,000 | -20.7% | 6,639 | -10.1% | 0.19% | -16.2% |
| Q2 2015 | $1,172,000 | -3.4% | 7,381 | -6.1% | 0.23% | +0.9% |
| Q1 2015 | $1,213,000 | -99.9% | 7,861 | -3.7% | 0.23% | -0.4% |
| Q4 2014 | $1,176,966,000 | +103052.1% | 8,166 | -3.9% | 0.23% | 0.0% |
| Q3 2014 | $1,141,000 | -8.3% | 8,496 | -12.5% | 0.23% | -9.2% |
| Q2 2014 | $1,244,000 | -99.9% | 9,706 | -18.4% | 0.25% | -16.1% |
| Q1 2014 | $1,462,950,000 | +80326.1% | 11,891 | -23.8% | 0.30% | -23.9% |
| Q4 2013 | $1,819,000 | -99.9% | 15,611 | -5.1% | 0.39% | +6.8% |
| Q3 2013 | $1,759,476,000 | -8.0% | 16,456 | -13.8% | 0.37% | -11.3% |
| Q2 2013 | $1,913,429,000 | – | 19,098 | – | 0.42% | – |
Download | ||||||
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% |