ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 196 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 5.88 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $8,018,000 | +9.8% | 46,652 | +6.2% | 0.05% | +4.3% |
| Q2 2017 | $7,301,000 | +12.4% | 43,914 | +5.2% | 0.05% | +4.5% |
| Q1 2017 | $6,498,000 | +12.7% | 41,734 | +4.3% | 0.04% | +2.3% |
| Q4 2016 | $5,768,000 | -4.2% | 40,021 | -0.2% | 0.04% | -10.4% |
| Q3 2016 | $6,022,000 | +42.7% | 40,093 | +40.9% | 0.05% | +33.3% |
| Q2 2016 | $4,219,000 | +5.1% | 28,449 | -0.4% | 0.04% | 0.0% |
| Q1 2016 | $4,015,000 | -10.1% | 28,569 | -4.1% | 0.04% | -14.3% |
| Q4 2015 | $4,467,000 | +21.8% | 29,781 | +13.7% | 0.04% | +7.7% |
| Q3 2015 | $3,666,000 | -41.5% | 26,198 | -33.6% | 0.04% | -37.1% |
| Q2 2015 | $6,264,000 | +1.1% | 39,463 | -1.7% | 0.06% | -3.1% |
| Q1 2015 | $6,194,000 | +15.4% | 40,140 | +7.8% | 0.06% | +6.7% |
| Q4 2014 | $5,366,000 | -12.7% | 37,227 | -18.7% | 0.06% | -20.0% |
| Q3 2014 | $6,150,000 | +172.7% | 45,775 | +160.3% | 0.08% | +177.8% |
| Q2 2014 | $2,255,000 | -26.8% | 17,587 | -29.8% | 0.03% | -37.2% |
| Q1 2014 | $3,081,000 | +27.1% | 25,044 | +20.4% | 0.04% | +22.9% |
| Q4 2013 | $2,424,000 | +30.7% | 20,805 | +20.0% | 0.04% | +16.7% |
| Q3 2013 | $1,854,000 | +10.8% | 17,338 | +3.8% | 0.03% | 0.0% |
| Q2 2013 | $1,674,000 | – | 16,705 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 275,932 | $16,906,349 | 8.08% |
| Perbak Capital Partners LLP | 427,851 | $26,214,431 | 7.75% |
| Sowa Financial Group, Inc. | 108,907 | $6,673 | 5.05% |
| Bellwether Advisors, LLC | 376,352 | $23,059,075 | 4.84% |
| First Citizens Financial Corp | 110,781 | $6,787,552 | 4.02% |
| HC Advisors, LLC | 61,400 | $3,761,984 | 3.47% |
| Audent Global Asset Management, LLC | 40,479 | $2,480,168 | 2.58% |
| Sheridan Capital Management, LLC | 56,655 | $3,453,708 | 2.57% |
| ETFIDEA, LLC | 97,358 | $5,965,126 | 2.02% |
| Oakworth Capital, Inc. | 393,851 | $24,131,192 | 1.76% |