ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 218 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 5.64 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $98,000 | +15.3% | 456 | +0.7% | 0.02% | 0.0% |
| Q1 2020 | $85,000 | -13.3% | 453 | 0.0% | 0.02% | +9.5% |
| Q4 2019 | $98,000 | +15.3% | 453 | +0.7% | 0.02% | +5.0% |
| Q3 2019 | $85,000 | -12.4% | 450 | -9.3% | 0.02% | +11.1% |
| Q2 2019 | $97,000 | +11.5% | 496 | +10.5% | 0.02% | +20.0% |
| Q1 2019 | $87,000 | +8.8% | 449 | +1.1% | 0.02% | 0.0% |
| Q4 2018 | $80,000 | -11.1% | 444 | +0.5% | 0.02% | 0.0% |
| Q3 2018 | $90,000 | +15.4% | 442 | +0.2% | 0.02% | +7.1% |
| Q2 2018 | $78,000 | +2.6% | 441 | 0.0% | 0.01% | -6.7% |
| Q1 2018 | $76,000 | -1.3% | 441 | +0.5% | 0.02% | +15.4% |
| Q4 2017 | $77,000 | +2.7% | 439 | +0.5% | 0.01% | 0.0% |
| Q3 2017 | $75,000 | +4.2% | 437 | +0.2% | 0.01% | 0.0% |
| Q2 2017 | $72,000 | +5.9% | 436 | 0.0% | 0.01% | +8.3% |
| Q1 2017 | $68,000 | +7.9% | 436 | +0.5% | 0.01% | -20.0% |
| Q4 2016 | $63,000 | -62.9% | 434 | -61.6% | 0.02% | -67.4% |
| Q3 2016 | $170,000 | +1.2% | 1,130 | 0.0% | 0.05% | -2.1% |
| Q2 2016 | $168,000 | +6.3% | 1,130 | +0.2% | 0.05% | -16.1% |
| Q1 2016 | $158,000 | +267.4% | 1,128 | +317.8% | 0.06% | +273.3% |
| Q2 2015 | $43,000 | +2.4% | 270 | 0.0% | 0.02% | -6.2% |
| Q1 2015 | $42,000 | +7.7% | 270 | 0.0% | 0.02% | -5.9% |
| Q4 2014 | $39,000 | – | 270 | – | 0.02% | – |
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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% |