ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 169 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.31 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $486,518 | -3.0% | 1,736 | -5.4% | 0.01% | 0.0% |
| Q1 2023 | $501,338 | -3.8% | 1,836 | 0.0% | 0.01% | -11.1% |
| Q4 2022 | $520,892 | +10.8% | 1,836 | -1.2% | 0.01% | 0.0% |
| Q3 2022 | $470,000 | -6.0% | 1,858 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $500,000 | -6.9% | 1,858 | 0.0% | 0.01% | +12.5% |
| Q1 2022 | $537,000 | -3.8% | 1,858 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $558,000 | +7.9% | 1,858 | -0.8% | 0.01% | 0.0% |
| Q3 2021 | $517,000 | +1.2% | 1,873 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $511,000 | +23.1% | 1,873 | +13.9% | 0.01% | +14.3% |
| Q1 2021 | $415,000 | +2.5% | 1,645 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $405,000 | +8.3% | 1,645 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $374,000 | +18.0% | 1,645 | +11.9% | 0.01% | 0.0% |
| Q2 2020 | $317,000 | +14.9% | 1,470 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $276,000 | +34.6% | 1,470 | +3.3% | 0.01% | +75.0% |
| Q4 2014 | $205,000 | +23.5% | 1,423 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $166,000 | – | 1,423 | – | 0.00% | – |
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% |