ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 130 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $3,115,000 | -90.6% | 21,609 | -91.3% | 0.06% | -91.1% |
| Q3 2014 | $33,304,000 | -4.1% | 247,893 | -8.5% | 0.62% | -1.1% |
| Q2 2014 | $34,744,000 | -35.2% | 271,046 | -37.8% | 0.62% | -39.3% |
| Q1 2014 | $53,610,000 | +5.3% | 435,738 | -0.3% | 1.02% | +22.8% |
| Q4 2013 | $50,890,000 | +22.2% | 436,844 | +12.1% | 0.84% | +5.7% |
| Q3 2013 | $41,649,000 | +1944.6% | 389,552 | +1816.8% | 0.79% | +1695.5% |
| Q2 2013 | $2,037,000 | – | 20,323 | – | 0.04% | – |
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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% |