ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 301 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $119,000 | +14.4% | 550 | 0.0% | 0.07% | +4.3% |
| Q3 2019 | $104,000 | -2.8% | 550 | 0.0% | 0.07% | -4.2% |
| Q2 2019 | $107,000 | 0.0% | 550 | 0.0% | 0.07% | -8.9% |
| Q1 2019 | $107,000 | +8.1% | 550 | 0.0% | 0.08% | -10.2% |
| Q4 2018 | $99,000 | -11.6% | 550 | 0.0% | 0.09% | +12.8% |
| Q3 2018 | $112,000 | +14.3% | 550 | 0.0% | 0.08% | +5.4% |
| Q2 2018 | $98,000 | +3.2% | 550 | 0.0% | 0.07% | -1.3% |
| Q1 2018 | $95,000 | -1.0% | 550 | 0.0% | 0.08% | +10.3% |
| Q4 2017 | $96,000 | – | 550 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bellwether Advisors, LLC | 94,980 | $25,651,249 | 6.98% |
| Sowa Financial Group, Inc. | 34,404 | $9,292 | 6.98% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 42,634 | $11,514,168 | 6.10% |
| First Citizens Financial Corp | 21,694 | $5,858,899 | 4.13% |
| HC Advisors, LLC | 15,817 | $4,271,697 | 2.54% |
| ETFIDEA, LLC | 20,177 | $5,449,279 | 2.31% |
| MRA Advisory Group | 11,633 | $3,141,672 | 2.24% |
| Oakworth Capital, Inc. | 78,780 | $21,275,810 | 1.93% |
| FINANCIAL LIFE ADVISORS | 14,296 | $3,862,131 | 1.66% |
| Mine & Arao Wealth Creation & Management, LLC. | 9,603 | $2,593,389 | 1.58% |