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 2018 | $337,000 | +13.9% | 1,662 | 0.0% | 0.04% | +15.2% |
| Q2 2018 | $296,000 | +3.1% | 1,662 | 0.0% | 0.03% | +3.1% |
| Q1 2018 | $287,000 | -1.0% | 1,662 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $290,000 | -8.8% | 1,662 | -10.3% | 0.03% | -13.5% |
| Q3 2017 | $318,000 | +3.2% | 1,852 | 0.0% | 0.04% | -11.9% |
| Q2 2017 | $308,000 | +6.9% | 1,852 | 0.0% | 0.04% | +20.0% |
| Q1 2017 | $288,000 | +7.9% | 1,852 | 0.0% | 0.04% | +2.9% |
| Q4 2016 | $267,000 | -4.0% | 1,852 | 0.0% | 0.03% | -5.6% |
| Q3 2016 | $278,000 | +1.1% | 1,852 | 0.0% | 0.04% | -2.7% |
| Q2 2016 | $275,000 | +5.8% | 1,852 | 0.0% | 0.04% | +2.8% |
| Q1 2016 | $260,000 | -6.5% | 1,852 | 0.0% | 0.04% | -7.7% |
| Q4 2015 | $278,000 | -10.9% | 1,852 | -17.1% | 0.04% | -15.2% |
| Q3 2015 | $312,000 | -11.9% | 2,233 | 0.0% | 0.05% | -4.2% |
| Q2 2015 | $354,000 | +2.6% | 2,233 | 0.0% | 0.05% | +4.3% |
| Q1 2015 | $345,000 | +2.4% | 2,233 | 0.0% | 0.05% | 0.0% |
| Q4 2014 | $337,000 | +12.3% | 2,233 | 0.0% | 0.05% | +7.0% |
| Q3 2014 | $300,000 | +9.1% | 2,233 | 0.0% | 0.04% | -10.4% |
| Q1 2014 | $275,000 | +5.8% | 2,233 | 0.0% | 0.05% | +4.3% |
| Q4 2013 | $260,000 | +8.8% | 2,233 | 0.0% | 0.05% | -2.1% |
| Q3 2013 | $239,000 | +6.7% | 2,233 | 0.0% | 0.05% | -4.1% |
| Q2 2013 | $224,000 | – | 2,233 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 275,932 | $16,906,349 | 8.08% |
| Perbak Capital Partners LLP | 427,851 | $26,214,431 | 7.75% |
| Sowa Financial Group, Inc. | 108,907 | $6,673 | 5.05% |
| Bellwether Advisors, LLC | 376,352 | $23,059,075 | 4.84% |
| First Citizens Financial Corp | 110,781 | $6,787,552 | 4.02% |
| HC Advisors, LLC | 61,400 | $3,761,984 | 3.47% |
| Audent Global Asset Management, LLC | 40,479 | $2,480,168 | 2.58% |
| Sheridan Capital Management, LLC | 56,655 | $3,453,708 | 2.57% |
| ETFIDEA, LLC | 97,358 | $5,965,126 | 2.02% |
| Oakworth Capital, Inc. | 393,851 | $24,131,192 | 1.76% |