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 2015 | $5,510,000 | +10.9% | 39,383 | +25.8% | 5.13% | +15.6% |
| Q2 2015 | $4,968,000 | +26.2% | 31,299 | +22.7% | 4.44% | +14.2% |
| Q1 2015 | $3,937,000 | -13.4% | 25,511 | -19.1% | 3.89% | -15.6% |
| Q4 2014 | $4,544,000 | +24.4% | 31,527 | +16.0% | 4.61% | +88.5% |
| Q3 2014 | $3,652,000 | +37.3% | 27,186 | +31.0% | 2.44% | +58.2% |
| Q2 2014 | $2,660,000 | +30.8% | 20,750 | +25.6% | 1.55% | +14.9% |
| Q1 2014 | $2,033,000 | +1264.4% | 16,522 | +1085.2% | 1.34% | +1301.0% |
| Q3 2013 | $149,000 | – | 1,394 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 34,434 | $8,712,000 | 6.88% |
| Kalos Management, Inc. | 7,330 | $1,924,000 | 4.75% |
| First Citizens Financial Corp | 18,196 | $4,604,000 | 4.53% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 21,003 | $5,314,000 | 3.34% |
| Goodwin Investment Advisory | 15,618 | $3,951,000 | 2.99% |
| ETFIDEA, LLC | 19,832 | $5,017,568 | 2.59% |
| Oakworth Capital, Inc. | 82,156 | $20,785,000 | 2.30% |
| HC Advisors, LLC | 12,493 | $3,161,000 | 2.18% |
| Wealth Enhancement & Preservation of GA, LLC | 5,107 | $1,292,000 | 2.07% |
| HWG Holdings LP | 9,381 | $2,373,000 | 1.70% |