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 2019 | $15,051,000 | +23.3% | 77,673 | +15.1% | 1.18% | -0.9% |
| Q4 2018 | $12,203,000 | +196.6% | 67,489 | +183.2% | 1.19% | +198.5% |
| Q1 2018 | $4,114,000 | -76.5% | 23,834 | -76.3% | 0.40% | -76.4% |
| Q4 2017 | $17,516,000 | +340.7% | 100,532 | +334.6% | 1.69% | +299.8% |
| Q3 2017 | $3,975,000 | +185.2% | 23,130 | +149.1% | 0.42% | +126.2% |
| Q3 2016 | $1,394,000 | – | 9,284 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bellwether Advisors, LLC | 94,980 | $25,651,249 | 6.98% |
| Sowa Financial Group, Inc. | 34,404 | $9,292 | 6.98% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 42,634 | $11,514,168 | 6.10% |
| First Citizens Financial Corp | 21,694 | $5,858,899 | 4.13% |
| HC Advisors, LLC | 15,817 | $4,271,697 | 2.54% |
| ETFIDEA, LLC | 20,177 | $5,449,279 | 2.31% |
| MRA Advisory Group | 11,633 | $3,141,672 | 2.24% |
| Oakworth Capital, Inc. | 78,780 | $21,275,810 | 1.93% |
| FINANCIAL LIFE ADVISORS | 14,296 | $3,862,131 | 1.66% |
| Mine & Arao Wealth Creation & Management, LLC. | 9,603 | $2,593,389 | 1.58% |