ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 192 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 3.32 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $457,769 | +0.5% | 1,695 | +4.2% | 0.01% | 0.0% |
| Q2 2023 | $455,690 | +2.5% | 1,626 | -0.1% | 0.01% | 0.0% |
| Q1 2023 | $444,542 | -0.6% | 1,628 | +3.2% | 0.01% | -10.0% |
| Q4 2022 | $447,411 | +6.0% | 1,577 | -5.5% | 0.01% | 0.0% |
| Q3 2022 | $422,000 | -10.0% | 1,668 | -4.3% | 0.01% | 0.0% |
| Q2 2022 | $469,000 | -11.2% | 1,743 | -4.6% | 0.01% | 0.0% |
| Q1 2022 | $528,000 | +6.5% | 1,828 | +10.7% | 0.01% | +11.1% |
| Q4 2021 | $496,000 | +6.2% | 1,652 | -2.5% | 0.01% | 0.0% |
| Q3 2021 | $467,000 | -1.5% | 1,694 | -2.6% | 0.01% | +12.5% |
| Q2 2021 | $474,000 | +4.4% | 1,739 | -3.3% | 0.01% | -11.1% |
| Q1 2021 | $454,000 | -5.0% | 1,798 | -7.5% | 0.01% | -10.0% |
| Q4 2020 | $478,000 | +3.5% | 1,944 | -4.6% | 0.01% | -16.7% |
| Q3 2020 | $462,000 | -7.6% | 2,037 | -12.1% | 0.01% | -7.7% |
| Q2 2020 | $500,000 | +14.2% | 2,318 | -0.6% | 0.01% | 0.0% |
| Q1 2020 | $438,000 | -10.2% | 2,331 | +3.1% | 0.01% | +8.3% |
| Q4 2019 | $488,000 | +17.3% | 2,262 | +2.6% | 0.01% | +9.1% |
| Q3 2019 | $416,000 | -6.9% | 2,205 | -3.8% | 0.01% | -8.3% |
| Q2 2019 | $447,000 | -2.8% | 2,291 | -3.5% | 0.01% | 0.0% |
| Q1 2019 | $460,000 | +14.4% | 2,373 | +6.7% | 0.01% | -7.7% |
| Q4 2018 | $402,000 | -17.3% | 2,225 | -7.1% | 0.01% | +8.3% |
| Q3 2018 | $486,000 | +14.1% | 2,394 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $426,000 | +2.4% | 2,394 | -0.5% | 0.01% | +9.1% |
| Q1 2018 | $416,000 | 0.0% | 2,407 | +0.7% | 0.01% | 0.0% |
| Q4 2017 | $416,000 | -17.3% | 2,391 | -18.3% | 0.01% | -15.4% |
| Q3 2017 | $503,000 | +3.9% | 2,928 | +0.5% | 0.01% | 0.0% |
| Q2 2017 | $484,000 | +5.0% | 2,912 | -1.7% | 0.01% | 0.0% |
| Q1 2017 | $461,000 | -3.4% | 2,963 | -10.4% | 0.01% | -7.1% |
| Q4 2016 | $477,000 | -3.8% | 3,308 | +0.2% | 0.01% | 0.0% |
| Q3 2016 | $496,000 | +4.9% | 3,303 | +3.5% | 0.01% | 0.0% |
| Q2 2016 | $473,000 | +9.5% | 3,190 | +3.8% | 0.01% | +7.7% |
| Q1 2016 | $432,000 | -17.7% | 3,072 | -12.1% | 0.01% | -18.8% |
| Q4 2015 | $525,000 | +0.2% | 3,495 | -6.6% | 0.02% | 0.0% |
| Q3 2015 | $524,000 | -14.7% | 3,741 | -3.3% | 0.02% | -5.9% |
| Q2 2015 | $614,000 | +7.2% | 3,868 | +4.3% | 0.02% | +6.2% |
| Q1 2015 | $573,000 | -36.3% | 3,709 | -40.5% | 0.02% | -38.5% |
| Q4 2014 | $899,000 | +47.9% | 6,237 | +37.9% | 0.03% | +44.4% |
| Q3 2014 | $608,000 | +5.9% | 4,523 | +0.9% | 0.02% | +5.9% |
| Q2 2014 | $574,000 | -2.0% | 4,482 | -5.8% | 0.02% | -5.6% |
| Q1 2014 | $586,000 | +20.8% | 4,759 | +14.4% | 0.02% | +12.5% |
| Q4 2013 | $485,000 | +18.6% | 4,159 | +8.7% | 0.02% | +14.3% |
| Q3 2013 | $409,000 | +6.0% | 3,825 | -0.9% | 0.01% | -6.7% |
| Q2 2013 | $386,000 | – | 3,858 | – | 0.02% | – |
Download | ||||||
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% |