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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 34,434 | $8,712,000 | 6.88% |
| Kalos Management, Inc. | 7,330 | $1,924,000 | 4.75% |
| First Citizens Financial Corp | 18,196 | $4,604,000 | 4.53% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 21,003 | $5,314,000 | 3.34% |
| Goodwin Investment Advisory | 15,618 | $3,951,000 | 2.99% |
| ETFIDEA, LLC | 19,832 | $5,017,568 | 2.59% |
| Oakworth Capital, Inc. | 82,156 | $20,785,000 | 2.30% |
| HC Advisors, LLC | 12,493 | $3,161,000 | 2.18% |
| Wealth Enhancement & Preservation of GA, LLC | 5,107 | $1,292,000 | 2.07% |
| HWG Holdings LP | 9,381 | $2,373,000 | 1.70% |