ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 301 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $979,000 | -13.1% | 5,213 | -0.2% | 0.13% | +14.2% |
| Q4 2019 | $1,127,000 | +14.1% | 5,225 | 0.0% | 0.11% | +13.0% |
| Q3 2019 | $988,000 | -3.1% | 5,225 | 0.0% | 0.10% | -4.8% |
| Q2 2019 | $1,020,000 | +1.7% | 5,225 | -0.2% | 0.10% | +1.9% |
| Q1 2019 | $1,003,000 | +7.0% | 5,235 | +1.0% | 0.10% | -37.6% |
| Q4 2018 | $937,000 | -10.9% | 5,185 | 0.0% | 0.16% | +0.6% |
| Q3 2018 | $1,052,000 | +13.9% | 5,185 | 0.0% | 0.16% | +5.1% |
| Q2 2018 | $924,000 | -7.8% | 5,185 | -10.7% | 0.16% | -9.8% |
| Q1 2018 | $1,002,000 | -1.6% | 5,805 | -0.6% | 0.17% | -0.6% |
| Q4 2017 | $1,018,000 | +1.2% | 5,840 | -0.3% | 0.17% | -3.9% |
| Q3 2017 | $1,006,000 | +3.4% | 5,855 | 0.0% | 0.18% | +2.8% |
| Q2 2017 | $973,000 | +5.9% | 5,855 | -0.8% | 0.18% | +6.0% |
| Q1 2017 | $919,000 | +7.1% | 5,905 | -0.8% | 0.17% | +3.1% |
| Q4 2016 | $858,000 | -4.2% | 5,955 | -0.2% | 0.16% | -5.8% |
| Q3 2016 | $896,000 | +1.2% | 5,965 | 0.0% | 0.17% | -0.6% |
| Q2 2016 | $885,000 | +4.7% | 5,965 | -0.8% | 0.17% | +1.8% |
| Q1 2016 | $845,000 | -6.3% | 6,015 | 0.0% | 0.17% | -9.1% |
| Q4 2015 | $902,000 | +5.1% | 6,015 | -0.7% | 0.19% | 0.0% |
| Q3 2015 | $858,000 | -17.9% | 6,055 | -7.6% | 0.19% | -11.4% |
| Q2 2015 | $1,045,000 | +3.3% | 6,555 | 0.0% | 0.21% | +6.6% |
| Q1 2015 | $1,012,000 | +7.1% | 6,555 | 0.0% | 0.20% | +6.5% |
| Q4 2014 | $945,000 | +7.3% | 6,555 | 0.0% | 0.18% | +0.5% |
| Q3 2014 | $881,000 | +3.8% | 6,555 | 0.0% | 0.18% | +4.5% |
| Q2 2014 | $849,000 | +5.3% | 6,555 | 0.0% | 0.18% | -0.6% |
| Q1 2014 | $806,000 | +5.5% | 6,555 | 0.0% | 0.18% | +3.5% |
| Q4 2013 | $764,000 | +7.0% | 6,555 | -1.9% | 0.17% | -1.7% |
| Q3 2013 | $714,000 | +6.2% | 6,680 | -0.4% | 0.17% | -0.6% |
| Q2 2013 | $672,000 | – | 6,705 | – | 0.18% | – |
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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% |