ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 194 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.54 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. | 32,393 | $8,938,000 | 5.80% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,437 | $11,985,000 | 5.64% |
| First Citizens Financial Corp | 18,623 | $5,138,000 | 4.10% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 2.02% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 2.02% |
| PGIM Custom Harvest LLC | 39,677 | $10,948,000 | 1.66% |
| TrueWealth Advisors, LLC | 9,506 | $2,623,000 | 1.48% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,347 | $2,303,000 | 1.38% |
| PETTYJOHN, WOOD & WHITE, INC | 20,138 | $5,556,000 | 1.23% |
| AUA CAPITAL MANAGEMENT, LLC | 6,330 | $1,747,000 | 1.11% |