ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 162 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 35,618 | $10,105 | 7.55% |
| Kalos Management, Inc. | 7,342 | $2,082,999 | 4.69% |
| First Citizens Financial Corp | 17,987 | $5,103 | 4.41% |
| Williams Financial, LLC | 15,683 | $4,449,424 | 3.86% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 20,558 | $5,832,597 | 3.48% |
| Alpha Wave Global, LP | 55,777 | $15,824,493 | 2.89% |
| MRA Advisory Group | 12,341 | $3,501,203 | 2.75% |
| ETFIDEA, LLC | 19,872 | $5,637,966 | 2.61% |
| HC Advisors, LLC | 12,558 | $3,562,830 | 2.43% |
| Oakworth Capital, Inc. | 81,701 | $23,179,122 | 2.22% |