ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 210 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 1.96 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,608 | +9.9% | 5,954 | +14.0% | 0.01% | 0.0% |
| Q2 2023 | $1,463 | -16.8% | 5,221 | -19.0% | 0.01% | -16.7% |
| Q1 2023 | $1,759 | -5.9% | 6,443 | -2.2% | 0.01% | -14.3% |
| Q4 2022 | $1,869 | -99.9% | 6,589 | +1.3% | 0.01% | +16.7% |
| Q3 2022 | $1,646,000 | -7.4% | 6,507 | -1.6% | 0.01% | 0.0% |
| Q2 2022 | $1,778,000 | -7.8% | 6,611 | -1.0% | 0.01% | 0.0% |
| Q1 2022 | $1,928,000 | -2.4% | 6,677 | +1.6% | 0.01% | 0.0% |
| Q4 2021 | $1,975,000 | -6.7% | 6,575 | -14.3% | 0.01% | -14.3% |
| Q3 2021 | $2,117,000 | -1.0% | 7,674 | -2.1% | 0.01% | +16.7% |
| Q2 2021 | $2,138,000 | +3.0% | 7,836 | -4.7% | 0.01% | 0.0% |
| Q1 2021 | $2,076,000 | +15.2% | 8,224 | +12.2% | 0.01% | 0.0% |
| Q4 2020 | $1,802,000 | +30.1% | 7,328 | +20.2% | 0.01% | 0.0% |
| Q3 2020 | $1,385,000 | +19.2% | 6,095 | +13.1% | 0.01% | +20.0% |
| Q2 2020 | $1,162,000 | +3.8% | 5,390 | -9.6% | 0.01% | -16.7% |
| Q1 2020 | $1,119,000 | -22.1% | 5,961 | -10.5% | 0.01% | 0.0% |
| Q4 2019 | $1,437,000 | -7.1% | 6,663 | -18.6% | 0.01% | -14.3% |
| Q3 2019 | $1,547,000 | -11.0% | 8,182 | -8.1% | 0.01% | -12.5% |
| Q2 2019 | $1,738,000 | -8.9% | 8,901 | -9.6% | 0.01% | -11.1% |
| Q1 2019 | $1,908,000 | -3.1% | 9,847 | -9.6% | 0.01% | -10.0% |
| Q4 2018 | $1,970,000 | -11.4% | 10,896 | -0.6% | 0.01% | 0.0% |
| Q3 2018 | $2,223,000 | +17.2% | 10,957 | +2.9% | 0.01% | +25.0% |
| Q2 2018 | $1,897,000 | +6.0% | 10,648 | +2.8% | 0.01% | +14.3% |
| Q1 2018 | $1,789,000 | -11.3% | 10,363 | -14.6% | 0.01% | -22.2% |
| Q2 2017 | $2,017,000 | +118.3% | 12,132 | +104.5% | 0.01% | +200.0% |
| Q1 2017 | $924,000 | -54.1% | 5,933 | -55.8% | 0.00% | -70.0% |
| Q4 2015 | $2,012,000 | +97.6% | 13,415 | +109.2% | 0.01% | +150.0% |
| Q2 2015 | $1,018,000 | +9.6% | 6,413 | +6.5% | 0.00% | 0.0% |
| Q1 2015 | $929,000 | +13.7% | 6,023 | +6.3% | 0.00% | +33.3% |
| Q4 2014 | $817,000 | +24.4% | 5,668 | +6.1% | 0.00% | 0.0% |
| Q1 2014 | $657,000 | – | 5,343 | – | 0.00% | – |
Download | ||||||
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% |