ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 162 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $523,000 | -5.4% | 3,000 | -9.8% | 0.23% | -4.2% |
| Q2 2017 | $553,000 | +6.8% | 3,325 | 0.0% | 0.24% | +3.0% |
| Q1 2017 | $518,000 | +5.7% | 3,325 | -2.2% | 0.23% | +15.9% |
| Q4 2016 | $490,000 | -4.1% | 3,400 | 0.0% | 0.20% | -2.0% |
| Q3 2016 | $511,000 | +0.6% | 3,400 | -0.7% | 0.20% | +1.5% |
| Q2 2016 | $508,000 | +4.7% | 3,425 | -0.7% | 0.20% | +4.7% |
| Q1 2016 | $485,000 | -14.9% | 3,450 | -9.2% | 0.19% | -11.5% |
| Q4 2015 | $570,000 | +7.1% | 3,800 | 0.0% | 0.22% | +15.3% |
| Q3 2015 | $532,000 | -11.8% | 3,800 | 0.0% | 0.19% | -0.5% |
| Q2 2015 | $603,000 | +2.9% | 3,800 | 0.0% | 0.19% | +3.3% |
| Q1 2015 | $586,000 | +6.9% | 3,800 | 0.0% | 0.18% | +4.0% |
| Q4 2014 | $548,000 | +7.2% | 3,800 | 0.0% | 0.18% | +0.6% |
| Q3 2014 | $511,000 | +4.9% | 3,800 | 0.0% | 0.18% | +11.4% |
| Q2 2014 | $487,000 | +4.1% | 3,800 | 0.0% | 0.16% | +5.3% |
| Q1 2014 | $468,000 | +5.6% | 3,800 | 0.0% | 0.15% | -2.0% |
| Q4 2013 | $443,000 | +9.1% | 3,800 | 0.0% | 0.15% | 0.0% |
| Q3 2013 | $406,000 | +6.6% | 3,800 | 0.0% | 0.15% | +6.2% |
| Q2 2013 | $381,000 | – | 3,800 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 46,794 | $11,507,000 | 7.35% |
| Sowa Financial Group, Inc. | 30,388 | $7,473,000 | 5.03% |
| First Citizens Financial Corp | 19,195 | $4,672,000 | 4.07% |
| JGP Wealth Management, LLC | 58,474 | $14,776,000 | 3.42% |
| Oakworth Capital, Inc. | 95,927 | $23,589,000 | 3.06% |
| HC Advisors, LLC | 12,738 | $3,132,000 | 2.14% |
| Cadent Capital Advisors, LLC | 16,091 | $3,957,000 | 1.95% |
| Kesler, Norman & Wride, LLC | 28,270 | $6,952,000 | 1.94% |
| PETTYJOHN, WOOD & WHITE, INC | 22,458 | $5,523,000 | 1.41% |
| Mine & Arao Wealth Creation & Management, LLC. | 7,900 | $1,943,000 | 1.40% |