ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 148 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $310,119 | +27.1% | 5,010 | +258.4% | 0.03% | -50.0% |
| Q4 2017 | $244,000 | +1.7% | 1,398 | 0.0% | 0.06% | -1.7% |
| Q3 2017 | $240,000 | -6.2% | 1,398 | -9.0% | 0.06% | +9.3% |
| Q2 2017 | $256,000 | -35.4% | 1,537 | -44.0% | 0.05% | -36.5% |
| Q4 2016 | $396,000 | -10.6% | 2,747 | -6.8% | 0.08% | -19.0% |
| Q3 2016 | $443,000 | -11.4% | 2,947 | -12.6% | 0.10% | -13.2% |
| Q2 2016 | $500,000 | +5.5% | 3,371 | 0.0% | 0.12% | +3.4% |
| Q1 2016 | $474,000 | -9.0% | 3,371 | -2.9% | 0.12% | -6.4% |
| Q4 2015 | $521,000 | +7.2% | 3,471 | 0.0% | 0.12% | -0.8% |
| Q3 2015 | $486,000 | -11.8% | 3,471 | 0.0% | 0.13% | -11.3% |
| Q2 2015 | $551,000 | +6.0% | 3,471 | +3.0% | 0.14% | +6.0% |
| Q1 2015 | $520,000 | +7.0% | 3,371 | 0.0% | 0.13% | +5.5% |
| Q4 2014 | $486,000 | +4.5% | 3,371 | -2.6% | 0.13% | -8.6% |
| Q3 2014 | $465,000 | +4.7% | 3,461 | 0.0% | 0.14% | +4.5% |
| Q2 2014 | $444,000 | +8.6% | 3,461 | +4.2% | 0.13% | -0.7% |
| Q1 2014 | $409,000 | +29.0% | 3,322 | +22.0% | 0.13% | +25.2% |
| Q4 2013 | $317,000 | – | 2,722 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 275,932 | $16,906,349 | 8.08% |
| Perbak Capital Partners LLP | 427,851 | $26,214,431 | 7.75% |
| Sowa Financial Group, Inc. | 108,907 | $6,673 | 5.05% |
| Bellwether Advisors, LLC | 376,352 | $23,059,075 | 4.84% |
| First Citizens Financial Corp | 110,781 | $6,787,552 | 4.02% |
| HC Advisors, LLC | 61,400 | $3,761,984 | 3.47% |
| Audent Global Asset Management, LLC | 40,479 | $2,480,168 | 2.58% |
| Sheridan Capital Management, LLC | 56,655 | $3,453,708 | 2.57% |
| ETFIDEA, LLC | 97,358 | $5,965,126 | 2.02% |
| Oakworth Capital, Inc. | 393,851 | $24,131,192 | 1.76% |