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 | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $1,000 | -95.5% | 4 | -97.3% | 0.00% | -85.7% |
| Q2 2016 | $22,000 | +4.8% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $21,000 | -8.7% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $23,000 | -86.4% | 150 | -87.6% | 0.01% | -86.5% |
| Q3 2015 | $169,000 | -11.5% | 1,205 | 0.0% | 0.05% | -1.9% |
| Q2 2015 | $191,000 | +2.7% | 1,205 | 0.0% | 0.05% | +3.9% |
| Q1 2015 | $186,000 | +6.9% | 1,205 | 0.0% | 0.05% | +8.5% |
| Q4 2014 | $174,000 | +29.9% | 1,205 | +20.5% | 0.05% | +27.0% |
| Q3 2014 | $134,000 | -18.3% | 1,000 | -21.9% | 0.04% | -17.8% |
| Q2 2014 | $164,000 | +4.5% | 1,280 | 0.0% | 0.04% | +2.3% |
| Q1 2014 | $157,000 | +4.7% | 1,280 | -0.3% | 0.04% | 0.0% |
| Q4 2013 | $150,000 | +3.4% | 1,284 | -5.5% | 0.04% | -8.3% |
| Q3 2013 | $145,000 | +417.9% | 1,359 | +388.8% | 0.05% | +860.0% |
| Q2 2013 | $28,000 | – | 278 | – | 0.01% | – |
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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% |