ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 210 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 1.96 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $3,642,000 | +215.9% | 24,278 | +234.3% | 0.28% | +133.9% |
| Q2 2015 | $1,153,000 | +88.4% | 7,263 | +83.1% | 0.12% | +73.5% |
| Q1 2015 | $612,000 | +84.9% | 3,966 | +73.0% | 0.07% | +58.1% |
| Q4 2014 | $331,000 | +22.1% | 2,293 | +13.8% | 0.04% | -10.4% |
| Q3 2014 | $271,000 | -11.7% | 2,015 | -15.9% | 0.05% | -7.7% |
| Q2 2014 | $307,000 | +12.0% | 2,396 | +7.4% | 0.05% | -11.9% |
| Q1 2014 | $274,000 | +3.0% | 2,230 | -2.5% | 0.06% | -10.6% |
| Q4 2013 | $266,000 | -10.4% | 2,287 | -22.8% | 0.07% | -34.7% |
| Q2 2013 | $297,000 | +18.8% | 2,963 | +14.4% | 0.10% | +21.7% |
| Q1 2013 | $250,000 | – | 2,590 | – | 0.08% | – |
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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% |