ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 194 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.54 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $339,000 | +9.4% | 2,259 | +8.1% | 0.15% | +12.1% |
| Q2 2016 | $310,000 | +0.6% | 2,089 | -4.7% | 0.13% | -7.0% |
| Q1 2016 | $308,000 | -36.8% | 2,191 | -32.5% | 0.14% | -37.7% |
| Q4 2015 | $487,000 | +58.1% | 3,244 | +47.5% | 0.23% | +51.0% |
| Q3 2015 | $308,000 | -61.2% | 2,199 | -56.0% | 0.15% | -52.2% |
| Q2 2015 | $793,000 | +13.0% | 4,997 | +9.8% | 0.32% | +10.5% |
| Q1 2015 | $702,000 | +96.6% | 4,552 | +83.9% | 0.29% | +110.3% |
| Q4 2014 | $357,000 | +53.2% | 2,475 | +42.8% | 0.14% | +51.1% |
| Q3 2014 | $233,000 | – | 1,733 | – | 0.09% | – |
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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% |