ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 192 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 3.32 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $233,449 | -47.6% | 855 | -45.6% | 0.07% | -49.3% |
| Q4 2022 | $445,691 | +91.3% | 1,571 | +70.6% | 0.15% | +82.5% |
| Q3 2022 | $233,000 | -5.7% | 921 | +0.1% | 0.08% | 0.0% |
| Q2 2022 | $247,000 | -7.8% | 920 | -1.1% | 0.08% | +6.7% |
| Q1 2022 | $268,000 | -65.9% | 930 | -66.4% | 0.08% | -31.2% |
| Q4 2021 | $787,000 | +54.9% | 2,768 | +50.4% | 0.11% | -25.3% |
| Q3 2021 | $508,000 | +1.2% | 1,840 | -0.1% | 0.15% | +1.4% |
| Q2 2021 | $502,000 | -31.7% | 1,841 | -36.7% | 0.14% | -34.8% |
| Q1 2021 | $735,000 | -17.5% | 2,910 | -19.7% | 0.22% | -23.0% |
| Q4 2020 | $891,000 | +5.9% | 3,624 | -2.1% | 0.29% | -5.0% |
| Q3 2020 | $841,000 | +3.6% | 3,700 | -1.8% | 0.30% | +2.0% |
| Q2 2020 | $812,000 | +10.9% | 3,766 | -3.3% | 0.30% | -3.6% |
| Q1 2020 | $732,000 | -12.4% | 3,895 | +0.5% | 0.31% | +4.1% |
| Q4 2019 | $836,000 | +151.8% | 3,877 | +120.8% | 0.30% | +141.8% |
| Q3 2019 | $332,000 | -5.9% | 1,756 | -3.0% | 0.12% | -6.9% |
| Q2 2019 | $353,000 | -0.3% | 1,810 | -0.9% | 0.13% | -3.0% |
| Q1 2019 | $354,000 | +6.9% | 1,827 | -0.3% | 0.14% | -3.6% |
| Q4 2018 | $331,000 | -42.1% | 1,832 | -51.9% | 0.14% | -38.6% |
| Q3 2016 | $572,000 | +50.9% | 3,809 | +49.1% | 0.23% | +51.0% |
| Q2 2016 | $379,000 | -28.1% | 2,555 | -31.8% | 0.15% | -28.1% |
| Q1 2016 | $527,000 | -32.4% | 3,747 | -28.0% | 0.21% | -32.0% |
| Q4 2015 | $780,000 | +6.6% | 5,201 | -0.5% | 0.31% | +4.7% |
| Q3 2015 | $732,000 | -11.9% | 5,229 | -0.1% | 0.30% | -4.8% |
| Q2 2015 | $831,000 | +89.7% | 5,234 | +84.2% | 0.31% | +89.0% |
| Q1 2015 | $438,000 | +7.9% | 2,841 | +0.9% | 0.16% | +3.1% |
| Q4 2014 | $406,000 | +1.0% | 2,816 | -5.9% | 0.16% | +2.6% |
| Q3 2014 | $402,000 | -6.3% | 2,994 | -14.2% | 0.16% | -7.7% |
| Q1 2014 | $429,000 | -4.7% | 3,488 | -9.8% | 0.17% | -6.7% |
| Q4 2013 | $450,000 | – | 3,865 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 34,434 | $8,712,000 | 6.88% |
| Kalos Management, Inc. | 7,330 | $1,924,000 | 4.75% |
| First Citizens Financial Corp | 18,196 | $4,604,000 | 4.53% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 21,003 | $5,314,000 | 3.34% |
| Goodwin Investment Advisory | 15,618 | $3,951,000 | 2.99% |
| ETFIDEA, LLC | 19,832 | $5,017,568 | 2.59% |
| Oakworth Capital, Inc. | 82,156 | $20,785,000 | 2.30% |
| HC Advisors, LLC | 12,493 | $3,161,000 | 2.18% |
| Wealth Enhancement & Preservation of GA, LLC | 5,107 | $1,292,000 | 2.07% |
| HWG Holdings LP | 9,381 | $2,373,000 | 1.70% |