ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 225 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 2.91 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,322,000 | +13.8% | 6,500 | 0.0% | 0.46% | +9.0% |
| Q2 2018 | $1,162,000 | +3.6% | 6,500 | 0.0% | 0.42% | +10.1% |
| Q1 2018 | $1,122,000 | -0.9% | 6,500 | 0.0% | 0.38% | -8.8% |
| Q4 2017 | $1,132,000 | +1.3% | 6,500 | 0.0% | 0.42% | -8.9% |
| Q3 2017 | $1,117,000 | +3.3% | 6,500 | 0.0% | 0.46% | -4.9% |
| Q2 2017 | $1,081,000 | +6.8% | 6,500 | 0.0% | 0.49% | -5.3% |
| Q1 2017 | $1,012,000 | +8.0% | 6,500 | 0.0% | 0.51% | +5.5% |
| Q4 2016 | $937,000 | – | 6,500 | – | 0.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 275,932 | $16,906,349 | 8.08% |
| Perbak Capital Partners LLP | 427,851 | $26,214,431 | 7.75% |
| Sowa Financial Group, Inc. | 108,907 | $6,673 | 5.05% |
| Bellwether Advisors, LLC | 376,352 | $23,059,075 | 4.84% |
| First Citizens Financial Corp | 110,781 | $6,787,552 | 4.02% |
| HC Advisors, LLC | 61,400 | $3,761,984 | 3.47% |
| Audent Global Asset Management, LLC | 40,479 | $2,480,168 | 2.58% |
| Sheridan Capital Management, LLC | 56,655 | $3,453,708 | 2.57% |
| ETFIDEA, LLC | 97,358 | $5,965,126 | 2.02% |
| Oakworth Capital, Inc. | 393,851 | $24,131,192 | 1.76% |