ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 243 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.42 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,975 | -3.3% | 88,772 | +0.4% | 0.05% | 0.0% |
| Q2 2023 | $24,787 | +5.5% | 88,444 | +2.8% | 0.05% | +2.0% |
| Q1 2023 | $23,493 | -3.2% | 86,037 | +0.6% | 0.05% | -15.5% |
| Q4 2022 | $24,259 | -99.9% | 85,509 | +1.9% | 0.06% | +5.5% |
| Q3 2022 | $21,224,000 | +21.4% | 83,891 | +29.1% | 0.06% | +19.6% |
| Q2 2022 | $17,478,000 | -4.7% | 64,996 | +2.3% | 0.05% | +9.5% |
| Q1 2022 | $18,339,000 | -3.1% | 63,504 | +0.8% | 0.04% | -2.3% |
| Q4 2021 | $18,932,000 | +9.4% | 63,030 | +0.5% | 0.04% | 0.0% |
| Q3 2021 | $17,313,000 | +4.1% | 62,747 | +2.9% | 0.04% | +2.4% |
| Q2 2021 | $16,630,000 | +10.2% | 60,951 | +1.9% | 0.04% | -2.3% |
| Q1 2021 | $15,097,000 | +2.9% | 59,804 | +0.2% | 0.04% | -2.3% |
| Q4 2020 | $14,676,000 | +24.2% | 59,681 | +14.8% | 0.04% | +10.0% |
| Q3 2020 | $11,813,000 | +10.4% | 51,994 | +4.7% | 0.04% | 0.0% |
| Q2 2020 | $10,704,000 | +21.0% | 49,639 | +5.4% | 0.04% | -2.4% |
| Q1 2020 | $8,847,000 | -24.0% | 47,108 | -12.8% | 0.04% | -6.8% |
| Q4 2019 | $11,647,000 | +15.1% | 53,992 | +0.9% | 0.04% | +2.3% |
| Q3 2019 | $10,118,000 | -3.0% | 53,522 | +0.2% | 0.04% | -6.5% |
| Q2 2019 | $10,433,000 | -2.0% | 53,431 | -2.8% | 0.05% | -6.1% |
| Q1 2019 | $10,651,000 | -6.0% | 54,968 | -12.3% | 0.05% | -18.3% |
| Q4 2018 | $11,332,000 | +23.8% | 62,673 | +39.0% | 0.06% | +36.4% |
| Q3 2018 | $9,151,000 | +20.6% | 45,103 | +5.9% | 0.04% | +10.0% |
| Q2 2018 | $7,586,000 | -1.2% | 42,575 | -4.3% | 0.04% | -4.8% |
| Q1 2018 | $7,680,000 | -0.3% | 44,493 | +0.7% | 0.04% | 0.0% |
| Q4 2017 | $7,701,000 | – | 44,202 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tredje AP-fonden | 832,000 | $148,681,000 | 5.16% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 12,822 | $2,285,000 | 1.71% |
| PETTYJOHN, WOOD & WHITE, INC | 24,738 | $4,408,000 | 1.54% |
| Peachtree Investment Advisors, Inc. | 11,645 | $2,075,000 | 1.50% |
| Oakworth Capital, Inc. | 40,313 | $7,183,000 | 1.49% |
| SP Asset Management | 22,456 | $4,315,000 | 1.18% |
| MURPHY CAPITAL MANAGEMENT INC | 43,759 | $7,797,000 | 1.13% |
| FIRST UNITED BANK & TRUST | 9,238 | $1,646,000 | 1.09% |
| Stillwater Capital Advisors, LLC | 22,817 | $4,066,000 | 0.97% |
| Summit X, LLC | 8,007 | $1,419,000 | 0.79% |