ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 412 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,070 | -3.6% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $280,252 | +2.6% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $273,060 | -3.8% | 1,000 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $283,710 | +12.1% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $253,000 | -5.9% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $269,000 | -6.9% | 1,000 | 0.0% | 0.01% | +9.1% |
| Q1 2022 | $289,000 | -3.7% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $300,000 | +3.8% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $289,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $289,000 | +14.7% | 1,000 | 0.0% | 0.01% | +10.0% |
| Q1 2021 | $252,000 | +2.4% | 1,000 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $246,000 | +8.4% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $227,000 | +5.1% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $216,000 | 0.0% | 1,000 | 0.0% | 0.01% | +10.0% |
| Q4 2019 | $216,000 | -3.1% | 1,000 | -9.1% | 0.01% | -16.7% |
| Q3 2018 | $223,000 | – | 1,100 | – | 0.01% | – |
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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% |