ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 196 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 5.88 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $681,387 | +68.6% | 2,523 | +75.0% | 0.02% | +61.5% |
| Q2 2023 | $404,123 | +76875.8% | 1,442 | -25.0% | 0.01% | -23.5% |
| Q1 2023 | $525 | +2.5% | 1,922 | +6.4% | 0.02% | -19.0% |
| Q4 2022 | $512 | -95.3% | 1,807 | +4202.4% | 0.02% | – |
| Q3 2022 | $11,000 | -96.8% | 42 | -96.8% | 0.00% | -100.0% |
| Q2 2022 | $349,000 | +67.0% | 1,300 | +79.3% | 0.01% | +300.0% |
| Q1 2022 | $209,000 | -28.9% | 725 | -25.8% | 0.00% | -60.0% |
| Q4 2021 | $294,000 | -87.2% | 977 | -88.3% | 0.01% | -91.5% |
| Q3 2021 | $2,300,000 | +499.0% | 8,336 | +491.6% | 0.06% | +490.0% |
| Q2 2021 | $384,000 | +39.1% | 1,409 | +29.1% | 0.01% | +100.0% |
| Q1 2021 | $276,000 | +590.0% | 1,091 | +577.6% | 0.01% | +400.0% |
| Q4 2020 | $40,000 | -98.2% | 161 | -98.3% | 0.00% | -95.8% |
| Q3 2020 | $2,211,000 | +225.1% | 9,730 | +208.2% | 0.02% | -14.3% |
| Q2 2020 | $680,000 | -68.5% | 3,157 | -72.5% | 0.03% | -78.6% |
| Q1 2020 | $2,159,000 | +356.4% | 11,496 | +424.7% | 0.13% | +235.9% |
| Q4 2019 | $473,000 | -49.6% | 2,191 | -55.9% | 0.04% | -39.1% |
| Q3 2019 | $939,000 | +28.6% | 4,969 | +32.8% | 0.06% | +30.6% |
| Q2 2019 | $730,000 | -76.3% | 3,742 | -76.5% | 0.05% | -73.8% |
| Q1 2019 | $3,086,000 | +162.9% | 15,924 | +145.3% | 0.19% | +120.0% |
| Q4 2018 | $1,174,000 | -13.4% | 6,491 | -2.9% | 0.08% | -14.1% |
| Q3 2018 | $1,356,000 | +3.1% | 6,683 | -11.5% | 0.10% | -41.8% |
| Q4 2017 | $1,315,000 | +445.6% | 7,548 | +439.1% | 0.17% | +750.0% |
| Q3 2017 | $241,000 | +41.8% | 1,400 | +36.7% | 0.02% | +5.3% |
| Q2 2017 | $170,000 | -90.2% | 1,024 | -90.8% | 0.02% | -89.0% |
| Q1 2017 | $1,730,000 | +27.6% | 11,106 | +23.1% | 0.17% | +28.1% |
| Q3 2016 | $1,356,000 | -74.6% | 9,025 | -75.0% | 0.14% | -73.6% |
| Q2 2016 | $5,348,000 | +6343.4% | 36,062 | +6033.0% | 0.51% | +4158.3% |
| Q1 2016 | $83,000 | -11.7% | 588 | -6.2% | 0.01% | -20.0% |
| Q4 2015 | $94,000 | -98.1% | 627 | -98.2% | 0.02% | -96.9% |
| Q3 2015 | $4,928,000 | +149.6% | 35,220 | +183.1% | 0.48% | +173.1% |
| Q2 2015 | $1,974,000 | +4835.0% | 12,439 | +4721.3% | 0.18% | +3400.0% |
| Q1 2015 | $40,000 | -97.9% | 258 | -98.1% | 0.01% | -97.3% |
| Q4 2014 | $1,916,000 | +272.8% | 13,297 | +247.5% | 0.19% | +220.7% |
| Q3 2014 | $514,000 | -76.6% | 3,827 | -77.7% | 0.06% | -79.5% |
| Q2 2014 | $2,201,000 | +191.9% | 17,167 | +180.3% | 0.28% | +191.8% |
| Q1 2014 | $754,000 | -83.2% | 6,125 | -85.4% | 0.10% | -80.0% |
| Q3 2013 | $4,489,000 | – | 41,988 | – | 0.48% | – |
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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% |