ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 148 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $539,000 | -0.7% | 3,588 | -2.0% | 0.15% | -3.8% |
| Q2 2016 | $543,000 | +20.9% | 3,662 | +14.6% | 0.16% | +11.4% |
| Q1 2016 | $449,000 | -20.2% | 3,195 | -14.8% | 0.14% | -14.6% |
| Q4 2015 | $563,000 | +9.3% | 3,751 | +1.9% | 0.16% | -7.3% |
| Q3 2015 | $515,000 | -18.3% | 3,682 | -7.4% | 0.18% | -9.2% |
| Q2 2015 | $630,000 | -11.6% | 3,975 | -14.1% | 0.20% | -18.1% |
| Q1 2015 | $713,000 | +7.1% | 4,625 | +0.1% | 0.24% | +11.2% |
| Q4 2014 | $666,000 | -0.6% | 4,622 | -7.3% | 0.21% | -4.9% |
| Q3 2014 | $670,000 | +7.4% | 4,987 | +2.5% | 0.22% | +13.6% |
| Q2 2014 | $624,000 | -19.5% | 4,867 | -22.8% | 0.20% | -21.7% |
| Q1 2014 | $775,000 | +2.4% | 6,302 | -3.1% | 0.25% | -2.7% |
| Q4 2013 | $757,000 | +7.4% | 6,501 | -1.4% | 0.26% | -11.3% |
| Q3 2013 | $705,000 | +4.8% | 6,595 | -1.8% | 0.29% | -5.5% |
| Q2 2013 | $673,000 | – | 6,716 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tredje AP-fonden | 832,000 | $148,681,000 | 5.16% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 12,822 | $2,285,000 | 1.71% |
| PETTYJOHN, WOOD & WHITE, INC | 24,738 | $4,408,000 | 1.54% |
| Peachtree Investment Advisors, Inc. | 11,645 | $2,075,000 | 1.50% |
| Oakworth Capital, Inc. | 40,313 | $7,183,000 | 1.49% |
| SP Asset Management | 22,456 | $4,315,000 | 1.18% |
| MURPHY CAPITAL MANAGEMENT INC | 43,759 | $7,797,000 | 1.13% |
| FIRST UNITED BANK & TRUST | 9,238 | $1,646,000 | 1.09% |
| Stillwater Capital Advisors, LLC | 22,817 | $4,066,000 | 0.97% |
| Summit X, LLC | 8,007 | $1,419,000 | 0.79% |