ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 420 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $306,350 | -1.0% | 5,000 | 0.0% | 0.08% | -2.4% |
| Q1 2024 | $309,500 | +8.1% | 5,000 | +400.0% | 0.08% | -1.2% |
| Q4 2023 | $286,240 | +6.0% | 1,000 | 0.0% | 0.09% | -3.4% |
| Q3 2023 | $270,070 | -3.6% | 1,000 | 0.0% | 0.09% | -5.3% |
| Q2 2023 | $280,252 | +2.6% | 1,000 | 0.0% | 0.09% | -6.0% |
| Q1 2023 | $273,060 | -3.8% | 1,000 | 0.0% | 0.10% | -1.0% |
| Q4 2022 | $283,710 | +12.1% | 1,000 | 0.0% | 0.10% | +7.4% |
| Q3 2022 | $253,000 | -5.9% | 1,000 | 0.0% | 0.09% | -5.1% |
| Q2 2022 | $269,000 | -6.9% | 1,000 | 0.0% | 0.10% | +6.5% |
| Q1 2022 | $289,000 | -3.7% | 1,000 | 0.0% | 0.09% | -7.9% |
| Q4 2021 | $300,000 | +8.7% | 1,000 | 0.0% | 0.10% | -1.0% |
| Q3 2021 | $276,000 | +1.1% | 1,000 | 0.0% | 0.10% | 0.0% |
| Q2 2021 | $273,000 | +8.3% | 1,000 | 0.0% | 0.10% | +5.2% |
| Q1 2021 | $252,000 | +2.4% | 1,000 | 0.0% | 0.10% | +1.0% |
| Q4 2020 | $246,000 | +8.4% | 1,000 | 0.0% | 0.10% | +9.1% |
| Q3 2020 | $227,000 | +5.1% | 1,000 | 0.0% | 0.09% | +6.0% |
| Q2 2020 | $216,000 | 0.0% | 1,000 | 0.0% | 0.08% | 0.0% |
| Q4 2019 | $216,000 | +14.3% | 1,000 | 0.0% | 0.08% | +7.8% |
| Q3 2019 | $189,000 | -6.9% | 1,000 | 0.0% | 0.08% | -16.3% |
| Q3 2018 | $203,000 | – | 1,000 | – | 0.09% | – |
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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% |