ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 210 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 1.96 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,144 | -40.6% | 767 | -38.4% | 0.01% | -35.7% |
| Q2 2023 | $348,914 | +2.6% | 1,245 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $339,960 | +96205.9% | 1,245 | 0.0% | 0.01% | -6.7% |
| Q4 2022 | $353 | -99.8% | 1,245 | +39.9% | 0.02% | +50.0% |
| Q3 2022 | $225,000 | -5.9% | 890 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $239,000 | -7.0% | 890 | 0.0% | 0.01% | +11.1% |
| Q1 2022 | $257,000 | +11.7% | 890 | +16.0% | 0.01% | +12.5% |
| Q4 2021 | $230,000 | +8.5% | 767 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $212,000 | -24.8% | 767 | -58.1% | 0.01% | -65.2% |
| Q1 2015 | $282,000 | +6.8% | 1,829 | 0.0% | 0.02% | +4.5% |
| Q4 2014 | $264,000 | +7.3% | 1,829 | 0.0% | 0.02% | -4.3% |
| Q3 2014 | $246,000 | +5.1% | 1,829 | 0.0% | 0.02% | +4.5% |
| Q2 2014 | $234,000 | +4.0% | 1,829 | 0.0% | 0.02% | -4.3% |
| Q1 2014 | $225,000 | +5.6% | 1,829 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $213,000 | +5.4% | 1,829 | -3.3% | 0.02% | -4.2% |
| Q3 2013 | $202,000 | – | 1,892 | – | 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% |