ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 32,393 | $8,938,000 | 5.80% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,437 | $11,985,000 | 5.64% |
| First Citizens Financial Corp | 18,623 | $5,138,000 | 4.10% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 2.02% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 2.02% |
| PGIM Custom Harvest LLC | 39,677 | $10,948,000 | 1.66% |
| TrueWealth Advisors, LLC | 9,506 | $2,623,000 | 1.48% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,347 | $2,303,000 | 1.38% |
| PETTYJOHN, WOOD & WHITE, INC | 20,138 | $5,556,000 | 1.23% |
| AUA CAPITAL MANAGEMENT, LLC | 6,330 | $1,747,000 | 1.11% |