ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 476 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $737,702 | -3.4% | 2,732 | +0.3% | 0.01% | 0.0% |
| Q2 2023 | $763,553 | +0.6% | 2,725 | -2.0% | 0.01% | -8.3% |
| Q1 2023 | $758,976 | -10.2% | 2,780 | -6.7% | 0.01% | -14.3% |
| Q4 2022 | $845,320 | +25.4% | 2,980 | +11.9% | 0.01% | +7.7% |
| Q3 2022 | $674,000 | -4.1% | 2,664 | +1.8% | 0.01% | 0.0% |
| Q2 2022 | $703,000 | -6.9% | 2,616 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $755,000 | -3.3% | 2,616 | +0.5% | 0.01% | 0.0% |
| Q4 2021 | $781,000 | – | 2,602 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,665 | $13,116,000 | 5.81% |
| Sowa Financial Group, Inc. | 33,003 | $9,913,000 | 5.80% |
| First Citizens Financial Corp | 18,297 | $5,496,000 | 4.02% |
| Audent Global Asset Management, LLC | 30,566 | $9,181,000 | 3.84% |
| Oakworth Capital, Inc. | 77,213 | $23,192,000 | 1.97% |
| ETFIDEA, LLC | 16,208 | $4,868,482 | 1.96% |
| HC Advisors, LLC | 10,510 | $3,157,000 | 1.94% |
| Dentgroup LLC | 5,420 | $1,628,000 | 1.54% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,738 | $2,625,000 | 1.45% |
| My Personal CFO, LLC | 4,950 | $1,487,000 | 1.30% |