ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 467 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $238,953 | +0.9% | 3,900 | +2.0% | 0.02% | 0.0% |
| Q1 2024 | $236,768 | -1.5% | 3,825 | +355.4% | 0.02% | -15.0% |
| Q4 2023 | $240,334 | +6.0% | 840 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $226,757 | -3.6% | 840 | 0.0% | 0.02% | +5.3% |
| Q2 2023 | $235,307 | +2.6% | 840 | 0.0% | 0.02% | -5.0% |
| Q1 2023 | $229,268 | +96637.6% | 840 | +0.6% | 0.02% | -9.1% |
| Q4 2022 | $237 | -99.9% | 835 | 0.0% | 0.02% | +10.0% |
| Q3 2022 | $211,000 | -5.8% | 835 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $224,000 | -7.1% | 835 | 0.0% | 0.02% | +11.1% |
| Q1 2022 | $241,000 | -4.0% | 835 | 0.0% | 0.02% | +5.9% |
| Q4 2021 | $251,000 | -18.0% | 835 | -24.8% | 0.02% | -26.1% |
| Q3 2021 | $306,000 | +1.0% | 1,110 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $303,000 | +4.1% | 1,110 | -3.9% | 0.02% | -4.2% |
| Q1 2021 | $291,000 | +2.5% | 1,155 | 0.0% | 0.02% | -4.0% |
| Q4 2020 | $284,000 | +8.4% | 1,155 | 0.0% | 0.02% | -3.8% |
| Q3 2020 | $262,000 | -3.3% | 1,155 | -8.0% | 0.03% | -13.3% |
| Q2 2020 | $271,000 | +15.8% | 1,255 | +0.6% | 0.03% | -3.2% |
| Q1 2020 | $234,000 | -3.3% | 1,248 | +11.4% | 0.03% | +29.2% |
| Q4 2019 | $242,000 | – | 1,120 | – | 0.02% | – |
Download | ||||||
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% |