ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 471 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $978 | +113.5% | 15,800 | +887.5% | 0.00% | +100.0% |
| Q4 2023 | $458 | +88.5% | 1,600 | +77.8% | 0.00% | – |
| Q3 2023 | $243 | -55.5% | 900 | -55.0% | 0.00% | -100.0% |
| Q1 2023 | $546 | -8.4% | 2,000 | -4.8% | 0.00% | 0.0% |
| Q4 2022 | $596 | -99.8% | 2,100 | +75.0% | 0.00% | – |
| Q3 2022 | $304,000 | -78.5% | 1,200 | -74.5% | 0.00% | -100.0% |
| Q4 2021 | $1,412,000 | +122.4% | 4,700 | +104.3% | 0.00% | +100.0% |
| Q3 2021 | $635,000 | +194.0% | 2,300 | +130.0% | 0.00% | – |
| Q4 2019 | $216,000 | – | 1,000 | – | 0.00% | – |
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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% |