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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $385,000 | -31.9% | 1,396 | -32.6% | 0.06% | -31.8% |
| Q2 2021 | $565,000 | +6.2% | 2,072 | -1.7% | 0.08% | -11.5% |
| Q1 2021 | $532,000 | -3.1% | 2,107 | -5.6% | 0.10% | -3.0% |
| Q4 2020 | $549,000 | -73.8% | 2,232 | -77.0% | 0.10% | -70.6% |
| Q4 2019 | $2,093,000 | -72.5% | 9,703 | -74.2% | 0.34% | -65.8% |
| Q3 2018 | $7,618,000 | +21.7% | 37,546 | -0.2% | 0.99% | +5.5% |
| Q2 2017 | $6,258,000 | +65.2% | 37,639 | +43.2% | 0.94% | +49.4% |
| Q4 2016 | $3,787,000 | +18.8% | 26,276 | +23.8% | 0.63% | +37.3% |
| Q3 2016 | $3,189,000 | +113.7% | 21,228 | +125.8% | 0.46% | +248.1% |
| Q2 2015 | $1,492,000 | +516.5% | 9,401 | +460.3% | 0.13% | +991.7% |
| Q4 2014 | $242,000 | -86.3% | 1,678 | -88.9% | 0.01% | -85.0% |
| Q4 2013 | $1,764,000 | -95.9% | 15,146 | -96.2% | 0.08% | -93.7% |
| Q3 2013 | $43,025,000 | – | 402,400 | – | 1.27% | – |
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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% |