ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 457 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,209,000 | -11.7% | 178,507 | -8.4% | 0.01% | -7.1% |
| Q2 2023 | $54,608,000 | -12.6% | 194,851 | -14.9% | 0.01% | -22.2% |
| Q1 2023 | $62,502,000 | -15.8% | 228,891 | -12.5% | 0.02% | -14.3% |
| Q4 2022 | $74,213,000 | +52.7% | 261,581 | +36.2% | 0.02% | +40.0% |
| Q3 2022 | $48,601,000 | +3.7% | 192,095 | +10.2% | 0.02% | +7.1% |
| Q2 2022 | $46,874,000 | -9.2% | 174,310 | -2.5% | 0.01% | +7.7% |
| Q1 2022 | $51,643,000 | -12.6% | 178,826 | -9.1% | 0.01% | 0.0% |
| Q4 2021 | $59,097,000 | +1.2% | 196,754 | -7.0% | 0.01% | -13.3% |
| Q3 2021 | $58,374,000 | +25.2% | 211,565 | +23.8% | 0.02% | +25.0% |
| Q2 2021 | $46,643,000 | +8.4% | 170,947 | +0.3% | 0.01% | 0.0% |
| Q1 2021 | $43,018,000 | +8.4% | 170,407 | +5.6% | 0.01% | +9.1% |
| Q4 2020 | $39,674,000 | -8.7% | 161,345 | -15.7% | 0.01% | -31.2% |
| Q3 2020 | $43,478,000 | +44.2% | 191,370 | +36.8% | 0.02% | +33.3% |
| Q2 2020 | $30,161,000 | +36.3% | 139,874 | +18.7% | 0.01% | +9.1% |
| Q1 2020 | $22,135,000 | -18.2% | 117,859 | -6.1% | 0.01% | +10.0% |
| Q4 2019 | $27,075,000 | +26.1% | 125,510 | +10.5% | 0.01% | +25.0% |
| Q3 2019 | $21,478,000 | -4.5% | 113,607 | -1.4% | 0.01% | -11.1% |
| Q2 2019 | $22,493,000 | -23.8% | 115,193 | -24.4% | 0.01% | -30.8% |
| Q1 2019 | $29,511,000 | +4.0% | 152,292 | -3.0% | 0.01% | -7.1% |
| Q4 2018 | $28,373,000 | -8.0% | 156,928 | +3.2% | 0.01% | +7.7% |
| Q3 2018 | $30,841,000 | +42.3% | 152,003 | +25.0% | 0.01% | +30.0% |
| Q2 2018 | $21,674,000 | +12.0% | 121,647 | +8.5% | 0.01% | +11.1% |
| Q1 2018 | $19,353,000 | +4.8% | 112,123 | +5.7% | 0.01% | +12.5% |
| Q4 2017 | $18,473,000 | +4.5% | 106,036 | +3.1% | 0.01% | 0.0% |
| Q3 2017 | $17,681,000 | +2.9% | 102,884 | -0.4% | 0.01% | -11.1% |
| Q2 2017 | $17,182,000 | -8.5% | 103,345 | -14.3% | 0.01% | -10.0% |
| Q1 2017 | $18,786,000 | -12.9% | 120,658 | -19.4% | 0.01% | -16.7% |
| Q4 2016 | $21,572,000 | -2.7% | 149,671 | +1.4% | 0.01% | -7.7% |
| Q3 2016 | $22,165,000 | +10.9% | 147,557 | +9.5% | 0.01% | +8.3% |
| Q2 2016 | $19,981,000 | +5.0% | 134,725 | -0.5% | 0.01% | 0.0% |
| Q1 2016 | $19,033,000 | -13.1% | 135,415 | -7.3% | 0.01% | -14.3% |
| Q4 2015 | $21,909,000 | +17.3% | 146,046 | +9.4% | 0.01% | 0.0% |
| Q3 2015 | $18,683,000 | -16.4% | 133,525 | -5.2% | 0.01% | -6.7% |
| Q2 2015 | $22,346,000 | +1.3% | 140,795 | -1.5% | 0.02% | 0.0% |
| Q1 2015 | $22,069,000 | +8.2% | 143,004 | +1.0% | 0.02% | +15.4% |
| Q4 2014 | $20,404,000 | +35.0% | 141,560 | +25.8% | 0.01% | +30.0% |
| Q3 2014 | $15,115,000 | +25.0% | 112,500 | +19.3% | 0.01% | +25.0% |
| Q2 2014 | $12,095,000 | -6.7% | 94,334 | -10.4% | 0.01% | -20.0% |
| Q1 2014 | $12,958,000 | -47.7% | 105,326 | -50.4% | 0.01% | -44.4% |
| Q4 2013 | $24,758,000 | +115.1% | 212,523 | +97.4% | 0.02% | +100.0% |
| Q3 2013 | $11,508,000 | +29.3% | 107,635 | +21.1% | 0.01% | +12.5% |
| Q2 2013 | $8,903,000 | – | 88,863 | – | 0.01% | – |
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% |