ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 196 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 5.88 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $215 | -4.0% | 789 | 0.0% | 0.03% | +7.1% |
| Q4 2022 | $224 | -99.9% | 789 | -2.1% | 0.03% | +7.7% |
| Q3 2022 | $204,000 | -7.3% | 806 | -1.3% | 0.03% | -3.7% |
| Q2 2022 | $220,000 | -6.8% | 817 | 0.0% | 0.03% | +8.0% |
| Q1 2022 | $236,000 | -6.0% | 817 | -2.4% | 0.02% | 0.0% |
| Q4 2021 | $251,000 | -7.7% | 837 | -15.2% | 0.02% | -10.7% |
| Q3 2021 | $272,000 | +1.1% | 987 | 0.0% | 0.03% | -6.7% |
| Q2 2021 | $269,000 | +4.7% | 987 | -2.9% | 0.03% | -9.1% |
| Q1 2021 | $257,000 | +2.8% | 1,017 | 0.0% | 0.03% | -5.7% |
| Q4 2020 | $250,000 | +6.8% | 1,017 | -1.5% | 0.04% | +218.2% |
| Q3 2020 | $234,000 | -23.5% | 1,032 | -27.2% | 0.01% | -84.7% |
| Q2 2020 | $306,000 | +15.0% | 1,418 | 0.0% | 0.07% | -14.3% |
| Q1 2020 | $266,000 | -17.1% | 1,418 | -4.8% | 0.08% | +20.0% |
| Q4 2019 | $321,000 | +15.1% | 1,489 | 0.0% | 0.07% | +2.9% |
| Q3 2019 | $279,000 | -8.5% | 1,489 | -4.8% | 0.07% | -9.3% |
| Q2 2019 | $305,000 | -3.8% | 1,564 | -4.4% | 0.08% | -1.3% |
| Q1 2019 | $317,000 | +3.3% | 1,636 | -3.5% | 0.08% | -23.2% |
| Q4 2018 | $307,000 | -14.7% | 1,696 | -4.5% | 0.10% | +12.5% |
| Q3 2018 | $360,000 | +11.1% | 1,776 | -2.2% | 0.09% | -1.1% |
| Q2 2018 | $324,000 | -0.6% | 1,816 | -3.8% | 0.09% | +6.0% |
| Q1 2018 | $326,000 | +3.5% | 1,888 | +4.4% | 0.08% | +21.7% |
| Q4 2017 | $315,000 | 0.0% | 1,808 | -1.4% | 0.07% | -4.2% |
| Q3 2017 | $315,000 | -1.6% | 1,833 | -4.7% | 0.07% | -5.3% |
| Q2 2017 | $320,000 | +8.1% | 1,923 | +1.1% | 0.08% | +8.6% |
| Q1 2017 | $296,000 | -58.9% | 1,902 | -61.9% | 0.07% | -63.5% |
| Q4 2016 | $720,000 | -10.6% | 4,997 | -6.8% | 0.19% | +1.1% |
| Q3 2016 | $805,000 | 0.0% | 5,362 | -1.2% | 0.19% | +1.1% |
| Q2 2016 | $805,000 | +6.5% | 5,427 | +0.8% | 0.19% | +5.0% |
| Q1 2016 | $756,000 | -18.8% | 5,382 | -13.3% | 0.18% | -15.6% |
| Q4 2015 | $931,000 | +4.0% | 6,206 | -3.0% | 0.21% | +1.9% |
| Q3 2015 | $895,000 | -15.6% | 6,400 | -4.2% | 0.21% | 0.0% |
| Q2 2015 | $1,061,000 | -2.1% | 6,682 | -4.8% | 0.21% | +5.1% |
| Q1 2015 | $1,084,000 | -0.2% | 7,022 | -6.8% | 0.20% | -14.3% |
| Q4 2014 | $1,086,000 | +7.7% | 7,537 | +0.5% | 0.23% | -1.7% |
| Q3 2014 | $1,008,000 | +3.6% | 7,502 | -1.1% | 0.24% | -1.7% |
| Q2 2014 | $973,000 | -1.8% | 7,587 | -5.8% | 0.24% | -11.5% |
| Q1 2014 | $991,000 | -0.5% | 8,051 | -5.8% | 0.27% | -11.5% |
| Q4 2013 | $996,000 | – | 8,551 | – | 0.30% | – |
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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% |