ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 294 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214,843 | -3.6% | 796 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $222,944 | +2.7% | 796 | +0.1% | 0.03% | -3.4% |
| Q1 2023 | $216,996 | -1.8% | 795 | +2.2% | 0.03% | -9.4% |
| Q4 2022 | $220,866 | +5.7% | 778 | +0.3% | 0.03% | +23.1% |
| Q2 2022 | $209,000 | -6.7% | 776 | +0.1% | 0.03% | 0.0% |
| Q1 2022 | $224,000 | +44.5% | 775 | -3.2% | 0.03% | -3.7% |
| Q1 2019 | $155,000 | +7.6% | 801 | +0.5% | 0.03% | -10.0% |
| Q4 2018 | $144,000 | -10.6% | 797 | +0.3% | 0.03% | +11.1% |
| Q3 2018 | $161,000 | +14.2% | 795 | +0.1% | 0.03% | +8.0% |
| Q2 2018 | $141,000 | +2.9% | 794 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $137,000 | -0.7% | 794 | +0.1% | 0.02% | 0.0% |
| Q4 2017 | $138,000 | – | 793 | – | 0.02% | – |
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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% |