ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 249 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.31 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $263,770,000 | -12.4% | 1,300 | -23.1% | 0.08% | -19.0% |
| Q2 2018 | $301,124,000 | +3.2% | 1,690 | 0.0% | 0.10% | +10.5% |
| Q1 2018 | $291,711,000 | +24.9% | 1,690 | +26.1% | 0.10% | -2.1% |
| Q4 2017 | $233,468,000 | +5.3% | 1,340 | +3.9% | 0.10% | +27.6% |
| Q3 2017 | $221,699,000 | +3.4% | 1,290 | 0.0% | 0.08% | -11.6% |
| Q2 2017 | $214,475,000 | -20.8% | 1,290 | -25.9% | 0.09% | -29.5% |
| Q1 2017 | $270,918,000 | +8.0% | 1,740 | 0.0% | 0.12% | +19.6% |
| Q4 2016 | $250,786,000 | -4.0% | 1,740 | 0.0% | 0.10% | -7.3% |
| Q3 2016 | $261,365,000 | – | 1,740 | – | 0.11% | – |
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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% |