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 2024 | $282,482 | +2.1% | 4,464 | -0.2% | 0.01% | 0.0% |
| Q1 2024 | $276,755 | +33.2% | 4,471 | +515.8% | 0.01% | +25.0% |
| Q4 2023 | $207,823 | -8.5% | 726 | -14.1% | 0.00% | -20.0% |
| Q3 2023 | $227,053 | +3.3% | 845 | +4.6% | 0.01% | +25.0% |
| Q2 2023 | $219,800 | -15.1% | 808 | -11.6% | 0.00% | -20.0% |
| Q1 2023 | $258,904 | -33.5% | 914 | -33.4% | 0.01% | -37.5% |
| Q4 2022 | $389,180 | -87.4% | 1,372 | -88.7% | 0.01% | -88.7% |
| Q3 2022 | $3,082,000 | +55.5% | 12,104 | +68.0% | 0.07% | +61.4% |
| Q2 2022 | $1,982,000 | +179.2% | 7,206 | +198.6% | 0.04% | +214.3% |
| Q1 2022 | $710,000 | -94.5% | 2,413 | -94.6% | 0.01% | -93.7% |
| Q4 2021 | $12,809,000 | +21.3% | 44,974 | +16.0% | 0.22% | +16.3% |
| Q3 2021 | $10,556,000 | +55457.9% | 38,768 | +28617.0% | 0.19% | +6233.3% |
| Q3 2015 | $19,000 | -70.8% | 135 | -67.1% | 0.00% | -62.5% |
| Q2 2015 | $65,000 | -98.6% | 410 | -98.8% | 0.01% | -99.1% |
| Q3 2014 | $4,644,000 | +83.3% | 34,566 | +74.9% | 0.87% | +68.9% |
| Q2 2014 | $2,534,000 | +45.3% | 19,764 | +39.4% | 0.52% | +17.0% |
| Q1 2014 | $1,744,000 | +473.7% | 14,175 | +443.5% | 0.44% | +408.0% |
| Q4 2013 | $304,000 | – | 2,608 | – | 0.09% | – |
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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% |