ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 148 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $32,304,000 | +22.1% | 240,450 | +16.5% | 0.02% | +14.3% |
| Q2 2014 | $26,459,000 | +5.6% | 206,371 | +1.4% | 0.02% | -4.5% |
| Q1 2014 | $25,046,000 | +13.0% | 203,575 | +7.0% | 0.02% | +4.8% |
| Q4 2013 | $22,170,000 | +20.7% | 190,315 | +10.8% | 0.02% | +10.5% |
| Q3 2013 | $18,363,000 | +16.9% | 171,744 | +9.5% | 0.02% | 0.0% |
| Q2 2013 | $15,707,000 | – | 156,776 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,665 | $13,116,000 | 5.81% |
| Sowa Financial Group, Inc. | 33,003 | $9,913,000 | 5.80% |
| First Citizens Financial Corp | 18,297 | $5,496,000 | 4.02% |
| Audent Global Asset Management, LLC | 30,566 | $9,181,000 | 3.84% |
| Oakworth Capital, Inc. | 77,213 | $23,192,000 | 1.97% |
| ETFIDEA, LLC | 16,208 | $4,868,482 | 1.96% |
| HC Advisors, LLC | 10,510 | $3,157,000 | 1.94% |
| Dentgroup LLC | 5,420 | $1,628,000 | 1.54% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,738 | $2,625,000 | 1.45% |
| My Personal CFO, LLC | 4,950 | $1,487,000 | 1.30% |