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 2017 | $393,000 | +58.5% | 2,257 | +56.6% | 0.04% | +192.9% |
| Q3 2017 | $248,000 | -64.2% | 1,441 | -65.2% | 0.01% | -67.4% |
| Q2 2017 | $692,000 | -9.4% | 4,145 | -15.0% | 0.04% | -18.9% |
| Q1 2017 | $764,000 | +5.7% | 4,875 | -3.5% | 0.05% | -1.9% |
| Q4 2016 | $723,000 | -13.6% | 5,051 | -8.8% | 0.05% | -15.6% |
| Q3 2016 | $837,000 | +3.7% | 5,541 | +1.8% | 0.06% | -3.0% |
| Q2 2016 | $807,000 | -6.6% | 5,445 | -11.6% | 0.07% | -18.5% |
| Q1 2016 | $864,000 | +40.9% | 6,157 | +51.2% | 0.08% | +5.2% |
| Q4 2015 | $613,000 | -33.6% | 4,071 | -38.4% | 0.08% | -27.4% |
| Q3 2015 | $923,000 | -59.5% | 6,606 | -53.7% | 0.11% | -60.4% |
| Q2 2015 | $2,279,000 | +12.4% | 14,265 | +7.6% | 0.27% | +9.4% |
| Q1 2015 | $2,028,000 | +16.7% | 13,257 | +7.9% | 0.24% | +7.0% |
| Q4 2014 | $1,738,000 | -6.8% | 12,289 | -13.1% | 0.23% | -8.4% |
| Q3 2014 | $1,865,000 | +14.1% | 14,142 | +11.9% | 0.25% | +6.8% |
| Q2 2014 | $1,634,000 | +19.1% | 12,640 | +9.7% | 0.23% | -7.9% |
| Q1 2014 | $1,372,000 | +2.6% | 11,519 | +2.2% | 0.25% | +6.3% |
| Q4 2013 | $1,337,000 | -31.5% | 11,269 | -37.8% | 0.24% | -48.4% |
| Q3 2013 | $1,952,000 | -18.6% | 18,112 | -24.3% | 0.46% | -10.4% |
| Q2 2013 | $2,398,000 | – | 23,940 | – | 0.52% | – |
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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% |