ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 162 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $9,446 | -89.5% | 33 | -90.1% | 0.01% | -89.1% |
| Q3 2023 | $89,933 | -3.6% | 333 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $93,324 | +2.6% | 333 | 0.0% | 0.05% | -4.2% |
| Q1 2023 | $90,929 | -3.8% | 333 | 0.0% | 0.05% | -5.9% |
| Q4 2022 | $94,475 | +12.5% | 333 | 0.0% | 0.05% | +13.3% |
| Q3 2022 | $84,000 | -6.7% | 333 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $90,000 | -6.2% | 333 | 0.0% | 0.04% | +12.5% |
| Q1 2022 | $96,000 | -4.0% | 333 | 0.0% | 0.04% | +2.6% |
| Q4 2021 | $100,000 | +8.7% | 333 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $92,000 | +1.1% | 333 | 0.0% | 0.04% | +39.3% |
| Q2 2021 | $91,000 | +8.3% | 333 | 0.0% | 0.03% | +12.0% |
| Q1 2021 | $84,000 | +2.4% | 333 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $82,000 | +20.6% | 333 | +11.0% | 0.02% | +8.7% |
| Q3 2020 | $68,000 | +4.6% | 300 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $65,000 | +16.1% | 300 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $56,000 | -13.8% | 300 | 0.0% | 0.02% | +21.1% |
| Q4 2019 | $65,000 | +14.0% | 300 | 0.0% | 0.02% | +5.6% |
| Q3 2019 | $57,000 | -3.4% | 300 | 0.0% | 0.02% | -5.3% |
| Q2 2019 | $59,000 | +1.7% | 300 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $58,000 | +7.4% | 300 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $54,000 | -33.3% | 300 | -25.0% | 0.02% | -13.6% |
| Q3 2018 | $81,000 | +14.1% | 400 | 0.0% | 0.02% | +10.0% |
| Q2 2018 | $71,000 | +2.9% | 400 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $69,000 | +40.8% | 400 | +25.8% | 0.02% | +25.0% |
| Q1 2015 | $49,000 | +6.5% | 318 | 0.0% | 0.02% | +6.7% |
| Q4 2014 | $46,000 | +2.2% | 318 | 0.0% | 0.02% | 0.0% |
| Q3 2014 | $45,000 | +9.8% | 318 | 0.0% | 0.02% | +15.4% |
| Q2 2014 | $41,000 | – | 318 | – | 0.01% | – |
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% |