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 2017 | $5,000 | -37.5% | 32 | -36.0% | 0.00% | -50.0% |
| Q1 2017 | $8,000 | +14.3% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $7,000 | -36.4% | 50 | -28.6% | 0.00% | -33.3% |
| Q3 2016 | $11,000 | -15.4% | 70 | -17.6% | 0.00% | 0.0% |
| Q2 2016 | $13,000 | -7.1% | 85 | -13.3% | 0.00% | -25.0% |
| Q1 2016 | $14,000 | -96.3% | 98 | -96.1% | 0.00% | -96.4% |
| Q4 2015 | $374,000 | +8.4% | 2,494 | +1.2% | 0.11% | +3.7% |
| Q3 2015 | $345,000 | -11.8% | 2,464 | 0.0% | 0.11% | 0.0% |
| Q2 2015 | $391,000 | +3810.0% | 2,464 | +3811.1% | 0.11% | +3500.0% |
| Q1 2015 | $10,000 | -78.3% | 63 | -80.1% | 0.00% | -66.7% |
| Q4 2014 | $46,000 | -34.3% | 317 | -38.9% | 0.01% | -30.8% |
| Q3 2014 | $70,000 | +11.1% | 519 | +5.9% | 0.01% | +8.3% |
| Q2 2014 | $63,000 | -13.7% | 490 | -17.4% | 0.01% | -20.0% |
| Q1 2014 | $73,000 | -98.7% | 593 | -98.7% | 0.02% | -98.1% |
| Q4 2013 | $5,426,000 | +15.9% | 46,577 | +6.4% | 0.77% | +6.5% |
| Q3 2013 | $4,682,000 | +3737.7% | 43,791 | +3495.3% | 0.72% | +3525.0% |
| Q2 2013 | $122,000 | – | 1,218 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,665 | $13,116,000 | 5.81% |
| Sowa Financial Group, Inc. | 33,003 | $9,913,000 | 5.80% |
| First Citizens Financial Corp | 18,297 | $5,496,000 | 4.02% |
| Audent Global Asset Management, LLC | 30,566 | $9,181,000 | 3.84% |
| Oakworth Capital, Inc. | 77,213 | $23,192,000 | 1.97% |
| ETFIDEA, LLC | 16,208 | $4,868,482 | 1.96% |
| HC Advisors, LLC | 10,510 | $3,157,000 | 1.94% |
| Dentgroup LLC | 5,420 | $1,628,000 | 1.54% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,738 | $2,625,000 | 1.45% |
| My Personal CFO, LLC | 4,950 | $1,487,000 | 1.30% |