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 | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $682,000 | -12.0% | 4,882 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $775,000 | +2.4% | 4,882 | 0.0% | 0.00% | +33.3% |
| Q1 2015 | $757,000 | +6.3% | 4,882 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $712,000 | +17.1% | 4,882 | +7.9% | 0.00% | +50.0% |
| Q3 2014 | $608,000 | +175.1% | 4,524 | +163.5% | 0.00% | +100.0% |
| Q2 2014 | $221,000 | -84.3% | 1,717 | -85.0% | 0.00% | -83.3% |
| Q1 2014 | $1,406,000 | – | 11,459 | – | 0.01% | – |
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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% |