ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 291 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.17 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 | 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% |