ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 171 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 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% |