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 | $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 ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 35,618 | $10,105 | 7.55% |
| Kalos Management, Inc. | 7,342 | $2,082,999 | 4.69% |
| First Citizens Financial Corp | 17,987 | $5,103 | 4.41% |
| Williams Financial, LLC | 15,683 | $4,449,424 | 3.86% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 20,558 | $5,832,597 | 3.48% |
| Alpha Wave Global, LP | 55,777 | $15,824,493 | 2.89% |
| MRA Advisory Group | 12,341 | $3,501,203 | 2.75% |
| ETFIDEA, LLC | 19,872 | $5,637,966 | 2.61% |
| HC Advisors, LLC | 12,558 | $3,562,830 | 2.43% |
| Oakworth Capital, Inc. | 81,701 | $23,179,122 | 2.22% |