ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 188 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.95 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $102,000 | -17.1% | 655 | -23.4% | 0.05% | -19.4% |
| Q4 2016 | $123,000 | -14.0% | 855 | -10.5% | 0.07% | -17.3% |
| Q3 2016 | $143,000 | +0.7% | 955 | 0.0% | 0.08% | +1.2% |
| Q2 2016 | $142,000 | -4.1% | 955 | -9.5% | 0.08% | -7.0% |
| Q1 2016 | $148,000 | -6.3% | 1,055 | 0.0% | 0.09% | -5.5% |
| Q4 2015 | $158,000 | +6.8% | 1,055 | 0.0% | 0.09% | -2.2% |
| Q3 2015 | $148,000 | -30.5% | 1,055 | -21.6% | 0.09% | -30.6% |
| Q2 2015 | $213,000 | +2.4% | 1,345 | 0.0% | 0.13% | +2.3% |
| Q1 2015 | $208,000 | -5.0% | 1,345 | -11.5% | 0.13% | -9.7% |
| Q4 2014 | $219,000 | +7.4% | 1,520 | 0.0% | 0.14% | +2.1% |
| Q3 2014 | $204,000 | -9.7% | 1,520 | -13.6% | 0.14% | -22.8% |
| Q2 2014 | $226,000 | +4.1% | 1,760 | 0.0% | 0.18% | +3.4% |
| Q1 2014 | $217,000 | +5.9% | 1,760 | 0.0% | 0.18% | +5.3% |
| Q4 2013 | $205,000 | – | 1,760 | – | 0.17% | – |
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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% |