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 2023 | $1,263,665 | -5.7% | 4,679 | -2.2% | 0.11% | -0.9% |
| Q2 2023 | $1,340,450 | +2.5% | 4,783 | -0.1% | 0.11% | +0.9% |
| Q1 2023 | $1,307,958 | -7.1% | 4,790 | -3.5% | 0.11% | -7.4% |
| Q4 2022 | $1,408,630 | -0.2% | 4,965 | -11.0% | 0.12% | -8.3% |
| Q3 2022 | $1,412,000 | -6.3% | 5,581 | -0.4% | 0.13% | 0.0% |
| Q2 2022 | $1,507,000 | -12.4% | 5,606 | -5.9% | 0.13% | +2.3% |
| Q1 2022 | $1,720,000 | -6.6% | 5,958 | -2.8% | 0.13% | 0.0% |
| Q4 2021 | $1,842,000 | +8.8% | 6,132 | -0.1% | 0.13% | +4.9% |
| Q3 2021 | $1,693,000 | +0.2% | 6,137 | -0.9% | 0.12% | +0.8% |
| Q2 2021 | $1,690,000 | +7.2% | 6,192 | -0.9% | 0.12% | +2.5% |
| Q1 2021 | $1,577,000 | +1.7% | 6,247 | -0.9% | 0.12% | -3.3% |
| Q4 2020 | $1,550,000 | +5.9% | 6,302 | -2.1% | 0.12% | +2.5% |
| Q3 2020 | $1,463,000 | +3.9% | 6,437 | -1.5% | 0.12% | +3.4% |
| Q2 2020 | $1,408,000 | +21.9% | 6,532 | +6.2% | 0.12% | +16.0% |
| Q1 2020 | $1,155,000 | -9.9% | 6,148 | +3.4% | 0.10% | -13.0% |
| Q4 2019 | $1,282,000 | +12.9% | 5,943 | -1.1% | 0.12% | +2.7% |
| Q3 2019 | $1,136,000 | -4.5% | 6,008 | -1.4% | 0.11% | -2.6% |
| Q2 2019 | $1,189,000 | -0.3% | 6,092 | -1.0% | 0.12% | -0.9% |
| Q1 2019 | $1,192,000 | +14.7% | 6,152 | +7.1% | 0.12% | 0.0% |
| Q4 2018 | $1,039,000 | -10.5% | 5,742 | +0.3% | 0.12% | +1.8% |
| Q3 2018 | $1,161,000 | +8.5% | 5,722 | -4.7% | 0.11% | +17.5% |
| Q2 2018 | $1,070,000 | +2.0% | 6,006 | -1.2% | 0.10% | +3.2% |
| Q1 2018 | $1,049,000 | -3.8% | 6,076 | -2.8% | 0.09% | -14.5% |
| Q4 2017 | $1,090,000 | -0.9% | 6,254 | -2.3% | 0.11% | -3.5% |
| Q3 2017 | $1,100,000 | +2.0% | 6,404 | -1.2% | 0.11% | -5.8% |
| Q2 2017 | $1,078,000 | +5.8% | 6,484 | -0.9% | 0.12% | +8.0% |
| Q1 2017 | $1,019,000 | – | 6,542 | – | 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% |