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 | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $17,210,000 | +1.2% | 128,100 | -3.4% | 2.41% | +20.5% |
| Q2 2014 | $17,007,000 | +21.1% | 132,650 | +16.2% | 2.00% | +2.3% |
| Q1 2014 | $14,044,000 | +3.9% | 114,150 | -2.1% | 1.95% | -0.4% |
| Q4 2013 | $13,518,000 | +1.5% | 116,650 | -5.0% | 1.96% | +4.6% |
| Q3 2013 | $13,318,000 | +3.9% | 122,850 | -3.5% | 1.87% | -10.3% |
| Q2 2013 | $12,822,000 | – | 127,300 | – | 2.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 46,794 | $11,507,000 | 7.35% |
| Sowa Financial Group, Inc. | 30,388 | $7,473,000 | 5.03% |
| First Citizens Financial Corp | 19,195 | $4,672,000 | 4.07% |
| JGP Wealth Management, LLC | 58,474 | $14,776,000 | 3.42% |
| Oakworth Capital, Inc. | 95,927 | $23,589,000 | 3.06% |
| HC Advisors, LLC | 12,738 | $3,132,000 | 2.14% |
| Cadent Capital Advisors, LLC | 16,091 | $3,957,000 | 1.95% |
| Kesler, Norman & Wride, LLC | 28,270 | $6,952,000 | 1.94% |
| PETTYJOHN, WOOD & WHITE, INC | 22,458 | $5,523,000 | 1.41% |
| Mine & Arao Wealth Creation & Management, LLC. | 7,900 | $1,943,000 | 1.40% |