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 2018 | $1,734,000 | +491.8% | 9,527 | +460.4% | 0.23% | +518.9% |
| Q1 2018 | $293,000 | -32.2% | 1,700 | -31.4% | 0.04% | -31.5% |
| Q4 2017 | $432,000 | -7.9% | 2,477 | -9.2% | 0.05% | -16.9% |
| Q3 2017 | $469,000 | +3.5% | 2,727 | 0.0% | 0.06% | -3.0% |
| Q2 2017 | $453,000 | +21.4% | 2,727 | +13.8% | 0.07% | +13.6% |
| Q1 2017 | $373,000 | -24.0% | 2,397 | -29.7% | 0.06% | -51.2% |
| Q4 2016 | $491,000 | +37.5% | 3,408 | +43.5% | 0.12% | +72.9% |
| Q3 2016 | $357,000 | -5.3% | 2,375 | -6.6% | 0.07% | -12.5% |
| Q2 2016 | $377,000 | +5.9% | 2,544 | +0.3% | 0.08% | -47.7% |
| Q1 2016 | $356,000 | -13.0% | 2,536 | -7.0% | 0.15% | -11.0% |
| Q4 2015 | $409,000 | -47.2% | 2,726 | -50.8% | 0.17% | -56.0% |
| Q3 2015 | $775,000 | -16.9% | 5,537 | -5.8% | 0.39% | -3.5% |
| Q2 2015 | $933,000 | +28.7% | 5,877 | +25.1% | 0.40% | +20.5% |
| Q1 2015 | $725,000 | +47.7% | 4,697 | +37.8% | 0.34% | +124.0% |
| Q4 2014 | $491,000 | +0.2% | 3,408 | -6.5% | 0.15% | -52.7% |
| Q3 2014 | $490,000 | +11.4% | 3,646 | +6.4% | 0.32% | -20.6% |
| Q2 2014 | $440,000 | +10.3% | 3,428 | +5.8% | 0.40% | +5.3% |
| Q1 2014 | $399,000 | +4.5% | 3,240 | -1.1% | 0.38% | -2.3% |
| Q4 2013 | $382,000 | +73.6% | 3,276 | +59.4% | 0.39% | +55.2% |
| Q3 2013 | $220,000 | – | 2,055 | – | 0.25% | – |
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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% |