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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $352,000 | +8.3% | 1,432 | 0.0% | 0.30% | -4.5% |
| Q3 2020 | $325,000 | +5.5% | 1,432 | 0.0% | 0.31% | -2.8% |
| Q2 2020 | $308,000 | +14.9% | 1,432 | 0.0% | 0.32% | +71.5% |
| Q1 2020 | $268,000 | +92.8% | 1,432 | +59.5% | 0.19% | +106.7% |
| Q1 2017 | $139,000 | +14.9% | 898 | +3.6% | 0.09% | +13.9% |
| Q3 2015 | $121,000 | -11.7% | 867 | 0.0% | 0.08% | -3.7% |
| Q2 2015 | $137,000 | -41.9% | 867 | -47.1% | 0.08% | -38.8% |
| Q4 2014 | $236,000 | -9.2% | 1,640 | -15.3% | 0.13% | -0.7% |
| Q3 2014 | $260,000 | +1.6% | 1,936 | -3.1% | 0.14% | +3.8% |
| Q2 2014 | $256,000 | -7.6% | 1,998 | -11.1% | 0.13% | -14.5% |
| Q1 2014 | $277,000 | +35.8% | 2,248 | +28.6% | 0.15% | -0.7% |
| Q4 2013 | $204,000 | +38.8% | 1,748 | +26.9% | 0.15% | +19.5% |
| Q3 2013 | $147,000 | +320.0% | 1,378 | +293.7% | 0.13% | +341.4% |
| Q2 2013 | $35,000 | – | 350 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bellwether Advisors, LLC | 94,980 | $25,651,249 | 6.98% |
| Sowa Financial Group, Inc. | 34,404 | $9,292 | 6.98% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 42,634 | $11,514,168 | 6.10% |
| First Citizens Financial Corp | 21,694 | $5,858,899 | 4.13% |
| HC Advisors, LLC | 15,817 | $4,271,697 | 2.54% |
| ETFIDEA, LLC | 20,177 | $5,449,279 | 2.31% |
| MRA Advisory Group | 11,633 | $3,141,672 | 2.24% |
| Oakworth Capital, Inc. | 78,780 | $21,275,810 | 1.93% |
| FINANCIAL LIFE ADVISORS | 14,296 | $3,862,131 | 1.66% |
| Mine & Arao Wealth Creation & Management, LLC. | 9,603 | $2,593,389 | 1.58% |