ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 243 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.42 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $953,289 | -2.7% | 3,530 | +1.0% | 0.70% | +0.6% |
| Q2 2023 | $979,697 | -1.1% | 3,496 | -3.6% | 0.70% | -9.2% |
| Q1 2023 | $990,133 | -2.9% | 3,626 | +0.9% | 0.76% | -12.1% |
| Q4 2022 | $1,019,443 | +17.3% | 3,593 | +4.6% | 0.87% | +12.1% |
| Q3 2022 | $869,000 | -6.0% | 3,436 | 0.0% | 0.78% | +4.0% |
| Q2 2022 | $924,000 | -6.8% | 3,436 | +0.2% | 0.75% | +18.2% |
| Q1 2022 | $991,000 | +6.7% | 3,430 | +10.9% | 0.63% | +32.3% |
| Q4 2021 | $929,000 | +21.9% | 3,093 | +12.0% | 0.48% | +16.6% |
| Q3 2021 | $762,000 | +4.2% | 2,762 | +3.1% | 0.41% | +4.9% |
| Q2 2021 | $731,000 | +14.4% | 2,679 | +5.9% | 0.39% | +1.8% |
| Q1 2021 | $639,000 | +8.5% | 2,530 | +5.6% | 0.38% | +4.1% |
| Q4 2020 | $589,000 | +9.3% | 2,395 | +0.9% | 0.37% | -8.2% |
| Q3 2020 | $539,000 | +10.2% | 2,373 | +4.8% | 0.40% | -2.7% |
| Q2 2020 | $489,000 | -99.9% | 2,265 | +2.0% | 0.41% | -1.9% |
| Q1 2020 | $417,159,000 | +87538.4% | 2,221 | +0.7% | 0.42% | +15.7% |
| Q4 2019 | $476,000 | +18.4% | 2,206 | +3.7% | 0.36% | +9.3% |
| Q3 2019 | $402,000 | +2.0% | 2,127 | +5.5% | 0.33% | +2.2% |
| Q2 2019 | $394,000 | +10.1% | 2,017 | +9.2% | 0.32% | +4.8% |
| Q1 2019 | $358,000 | +18.5% | 1,847 | +10.6% | 0.31% | +3.0% |
| Q4 2018 | $302,000 | -8.2% | 1,670 | +3.1% | 0.30% | +10.3% |
| Q3 2018 | $329,000 | +17.9% | 1,620 | +3.5% | 0.27% | +11.4% |
| Q2 2018 | $279,000 | +24.6% | 1,565 | +20.7% | 0.24% | +17.2% |
| Q1 2018 | $224,000 | -0.9% | 1,297 | 0.0% | 0.21% | -5.4% |
| Q4 2017 | $226,000 | – | 1,297 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tredje AP-fonden | 832,000 | $148,681,000 | 5.16% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 12,822 | $2,285,000 | 1.71% |
| PETTYJOHN, WOOD & WHITE, INC | 24,738 | $4,408,000 | 1.54% |
| Peachtree Investment Advisors, Inc. | 11,645 | $2,075,000 | 1.50% |
| Oakworth Capital, Inc. | 40,313 | $7,183,000 | 1.49% |
| SP Asset Management | 22,456 | $4,315,000 | 1.18% |
| MURPHY CAPITAL MANAGEMENT INC | 43,759 | $7,797,000 | 1.13% |
| FIRST UNITED BANK & TRUST | 9,238 | $1,646,000 | 1.09% |
| Stillwater Capital Advisors, LLC | 22,817 | $4,066,000 | 0.97% |
| Summit X, LLC | 8,007 | $1,419,000 | 0.79% |