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 | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $47,324,000 | -40.3% | 298,159 | -49.5% | 3.06% | +63.1% |
| Q3 2014 | $79,282,000 | +16.6% | 590,115 | +11.3% | 1.88% | +9.5% |
| Q2 2014 | $67,990,000 | -36.0% | 530,302 | -38.6% | 1.71% | -43.7% |
| Q1 2014 | $106,271,000 | +51.9% | 863,784 | +43.8% | 3.04% | +28.8% |
| Q4 2013 | $69,969,000 | +210.9% | 600,643 | +185.4% | 2.36% | -22.9% |
| Q3 2013 | $22,503,000 | – | 210,464 | – | 3.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 275,932 | $16,906,349 | 8.08% |
| Perbak Capital Partners LLP | 427,851 | $26,214,431 | 7.75% |
| Sowa Financial Group, Inc. | 108,907 | $6,673 | 5.05% |
| Bellwether Advisors, LLC | 376,352 | $23,059,075 | 4.84% |
| First Citizens Financial Corp | 110,781 | $6,787,552 | 4.02% |
| HC Advisors, LLC | 61,400 | $3,761,984 | 3.47% |
| Audent Global Asset Management, LLC | 40,479 | $2,480,168 | 2.58% |
| Sheridan Capital Management, LLC | 56,655 | $3,453,708 | 2.57% |
| ETFIDEA, LLC | 97,358 | $5,965,126 | 2.02% |
| Oakworth Capital, Inc. | 393,851 | $24,131,192 | 1.76% |