ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 169 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.31 and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |