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 | $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 ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 34,434 | $8,712,000 | 6.88% |
| Kalos Management, Inc. | 7,330 | $1,924,000 | 4.75% |
| First Citizens Financial Corp | 18,196 | $4,604,000 | 4.53% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 21,003 | $5,314,000 | 3.34% |
| Goodwin Investment Advisory | 15,618 | $3,951,000 | 2.99% |
| ETFIDEA, LLC | 19,832 | $5,017,568 | 2.59% |
| Oakworth Capital, Inc. | 82,156 | $20,785,000 | 2.30% |
| HC Advisors, LLC | 12,493 | $3,161,000 | 2.18% |
| Wealth Enhancement & Preservation of GA, LLC | 5,107 | $1,292,000 | 2.07% |
| HWG Holdings LP | 9,381 | $2,373,000 | 1.70% |