ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 196 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 4.40 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $539,000 | -0.7% | 3,588 | -2.0% | 0.15% | -3.8% |
| Q2 2016 | $543,000 | +20.9% | 3,662 | +14.6% | 0.16% | +11.4% |
| Q1 2016 | $449,000 | -20.2% | 3,195 | -14.8% | 0.14% | -14.6% |
| Q4 2015 | $563,000 | +9.3% | 3,751 | +1.9% | 0.16% | -7.3% |
| Q3 2015 | $515,000 | -18.3% | 3,682 | -7.4% | 0.18% | -9.2% |
| Q2 2015 | $630,000 | -11.6% | 3,975 | -14.1% | 0.20% | -18.1% |
| Q1 2015 | $713,000 | +7.1% | 4,625 | +0.1% | 0.24% | +11.2% |
| Q4 2014 | $666,000 | -0.6% | 4,622 | -7.3% | 0.21% | -4.9% |
| Q3 2014 | $670,000 | +7.4% | 4,987 | +2.5% | 0.22% | +13.6% |
| Q2 2014 | $624,000 | -19.5% | 4,867 | -22.8% | 0.20% | -21.7% |
| Q1 2014 | $775,000 | +2.4% | 6,302 | -3.1% | 0.25% | -2.7% |
| Q4 2013 | $757,000 | +7.4% | 6,501 | -1.4% | 0.26% | -11.3% |
| Q3 2013 | $705,000 | +4.8% | 6,595 | -1.8% | 0.29% | -5.5% |
| Q2 2013 | $673,000 | – | 6,716 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 46,794 | $11,507,000 | 7.35% |
| Sowa Financial Group, Inc. | 30,388 | $7,473,000 | 5.03% |
| First Citizens Financial Corp | 19,195 | $4,672,000 | 4.07% |
| JGP Wealth Management, LLC | 58,474 | $14,776,000 | 3.42% |
| Oakworth Capital, Inc. | 95,927 | $23,589,000 | 3.06% |
| HC Advisors, LLC | 12,738 | $3,132,000 | 2.14% |
| Cadent Capital Advisors, LLC | 16,091 | $3,957,000 | 1.95% |
| Kesler, Norman & Wride, LLC | 28,270 | $6,952,000 | 1.94% |
| PETTYJOHN, WOOD & WHITE, INC | 22,458 | $5,523,000 | 1.41% |
| Mine & Arao Wealth Creation & Management, LLC. | 7,900 | $1,943,000 | 1.40% |