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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $6,921,000 | +1.8% | 40,097 | +2.8% | 2.85% | +4.0% |
| Q4 2017 | $6,799,000 | +0.4% | 39,023 | -1.0% | 2.74% | -10.2% |
| Q3 2017 | $6,772,000 | +3.2% | 39,405 | -0.1% | 3.05% | +3.9% |
| Q2 2017 | $6,559,000 | +1742.4% | 39,451 | +1626.5% | 2.94% | +1551.1% |
| Q1 2017 | $356,000 | +6.0% | 2,285 | -1.9% | 0.18% | +6.6% |
| Q4 2016 | $336,000 | -14.9% | 2,330 | -11.4% | 0.17% | -18.5% |
| Q3 2016 | $395,000 | +1.3% | 2,630 | 0.0% | 0.20% | 0.0% |
| Q2 2016 | $390,000 | +1.6% | 2,630 | -3.7% | 0.20% | -25.7% |
| Q1 2016 | $384,000 | -6.3% | 2,730 | 0.0% | 0.28% | +36.6% |
| Q4 2015 | $410,000 | -0.7% | 2,730 | -7.6% | 0.20% | -20.8% |
| Q3 2015 | $413,000 | -11.9% | 2,955 | 0.0% | 0.26% | +9.4% |
| Q2 2015 | $469,000 | +2.9% | 2,955 | 0.0% | 0.23% | +6.4% |
| Q1 2015 | $456,000 | +7.0% | 2,955 | 0.0% | 0.22% | +5.3% |
| Q4 2014 | $426,000 | +7.3% | 2,955 | 0.0% | 0.21% | -10.0% |
| Q3 2014 | $397,000 | +4.7% | 2,955 | 0.0% | 0.23% | +2.7% |
| Q2 2014 | $379,000 | -1.8% | 2,955 | -5.7% | 0.22% | -10.4% |
| Q1 2014 | $386,000 | +5.8% | 3,135 | 0.0% | 0.25% | +26.8% |
| Q4 2013 | $365,000 | – | 3,135 | – | 0.20% | – |
Download | ||||||
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% |