ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 169 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.31 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,870,000 | -53.2% | 12,974 | -51.2% | 0.28% | -55.2% |
| Q3 2016 | $3,993,000 | -10.8% | 26,586 | -11.9% | 0.63% | -14.1% |
| Q2 2016 | $4,477,000 | -7.3% | 30,190 | -12.1% | 0.74% | -6.4% |
| Q1 2016 | $4,829,000 | +87.0% | 34,347 | +99.5% | 0.78% | +84.3% |
| Q4 2015 | $2,583,000 | -18.6% | 17,219 | -16.3% | 0.43% | -7.2% |
| Q3 2015 | $3,174,000 | 0.0% | 20,569 | 0.0% | 0.46% | 0.0% |
| Q2 2015 | $3,174,000 | -97.9% | 20,569 | -97.9% | 0.46% | -91.5% |
| Q1 2015 | $154,165,000 | +81.6% | 998,994 | +69.6% | 5.37% | +31.5% |
| Q4 2014 | $84,901,000 | +514.3% | 589,061 | +446.4% | 4.09% | +317.0% |
| Q2 2014 | $13,821,000 | -52.3% | 107,801 | -54.2% | 0.98% | -58.8% |
| Q1 2014 | $28,961,000 | +88.9% | 235,395 | +78.8% | 2.38% | +88.4% |
| Q4 2013 | $15,335,000 | +18.4% | 131,639 | +8.7% | 1.26% | +9.7% |
| Q3 2013 | $12,950,000 | +13.9% | 121,117 | +6.8% | 1.15% | +9.4% |
| Q2 2013 | $11,365,000 | – | 113,435 | – | 1.05% | – |
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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% |