ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 194 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.54 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $18,462,000 | -4.5% | 128,095 | -0.5% | 0.02% | -5.0% |
| Q3 2016 | $19,342,000 | +0.1% | 128,765 | -1.2% | 0.02% | 0.0% |
| Q2 2016 | $19,323,000 | +5.5% | 130,290 | 0.0% | 0.02% | +5.3% |
| Q1 2016 | $18,312,000 | -6.3% | 130,290 | 0.0% | 0.02% | -9.5% |
| Q4 2015 | $19,545,000 | +4.5% | 130,290 | -2.5% | 0.02% | +5.0% |
| Q3 2015 | $18,705,000 | -13.3% | 133,681 | -1.7% | 0.02% | -9.1% |
| Q2 2015 | $21,586,000 | -19.9% | 135,999 | -22.2% | 0.02% | -21.4% |
| Q1 2015 | $26,964,000 | +21.3% | 174,728 | +13.3% | 0.03% | +27.3% |
| Q4 2014 | $22,223,000 | -74.6% | 154,189 | -76.3% | 0.02% | -74.7% |
| Q3 2014 | $87,422,000 | -7.0% | 650,700 | -11.3% | 0.09% | -2.2% |
| Q2 2014 | $94,035,000 | +4.2% | 733,447 | 0.0% | 0.09% | +1.1% |
| Q1 2014 | $90,236,000 | – | 733,447 | – | 0.09% | – |
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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% |