ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 280 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $949,000 | +42.3% | 4,403 | +24.1% | 0.12% | -19.0% |
| Q1 2020 | $667,000 | -21.7% | 3,549 | -10.1% | 0.14% | -36.6% |
| Q4 2019 | $852,000 | +15.9% | 3,949 | +1.6% | 0.22% | -3.0% |
| Q3 2019 | $735,000 | -10.0% | 3,888 | -7.0% | 0.23% | -20.1% |
| Q2 2019 | $817,000 | -11.2% | 4,182 | -11.9% | 0.29% | -37.8% |
| Q1 2019 | $920,000 | +59.7% | 4,748 | +49.1% | 0.46% | +35.6% |
| Q4 2018 | $576,000 | +15.2% | 3,184 | +29.2% | 0.34% | +20.4% |
| Q3 2018 | $500,000 | +19.9% | 2,464 | +5.4% | 0.28% | +28.4% |
| Q2 2018 | $417,000 | – | 2,338 | – | 0.22% | – |
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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% |