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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $277,000 | +4.5% | 1,665 | -9.4% | 0.01% | +14.3% |
| Q4 2016 | $265,000 | -77.3% | 1,837 | -76.4% | 0.01% | -75.0% |
| Q3 2016 | $1,168,000 | +6.8% | 7,778 | +5.4% | 0.03% | +21.7% |
| Q2 2016 | $1,094,000 | +79.9% | 7,377 | +70.6% | 0.02% | +35.3% |
| Q1 2016 | $608,000 | -48.6% | 4,323 | -48.8% | 0.02% | -10.5% |
| Q3 2015 | $1,182,000 | +309.0% | 8,451 | +321.3% | 0.02% | +280.0% |
| Q4 2014 | $289,000 | -76.4% | 2,006 | -79.0% | 0.01% | -73.7% |
| Q2 2014 | $1,225,000 | +99.5% | 9,553 | +91.3% | 0.02% | +137.5% |
| Q1 2014 | $614,000 | -37.2% | 4,994 | -45.4% | 0.01% | -33.3% |
| Q3 2013 | $978,000 | – | 9,143 | – | 0.01% | – |
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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% |