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 | $7,800 | -4.8% | 28,881 | -1.2% | 0.14% | -1.4% |
| Q2 2023 | $8,194 | 0.0% | 29,239 | +3.4% | 0.15% | -6.4% |
| Q1 2023 | $8,194 | -0.2% | 28,289 | -2.2% | 0.16% | -3.7% |
| Q4 2022 | $8,211 | -99.9% | 28,940 | +0.7% | 0.16% | +9.5% |
| Q3 2022 | $7,269,000 | +3411.6% | 28,733 | +3901.8% | 0.15% | +3600.0% |
| Q1 2022 | $207,000 | -4.2% | 718 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $216,000 | +5.9% | 718 | -4.0% | 0.00% | -20.0% |
| Q2 2021 | $204,000 | – | 748 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bellwether Advisors, LLC | 94,980 | $25,651,249 | 6.98% |
| Sowa Financial Group, Inc. | 34,404 | $9,292 | 6.98% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 42,634 | $11,514,168 | 6.10% |
| First Citizens Financial Corp | 21,694 | $5,858,899 | 4.13% |
| HC Advisors, LLC | 15,817 | $4,271,697 | 2.54% |
| ETFIDEA, LLC | 20,177 | $5,449,279 | 2.31% |
| MRA Advisory Group | 11,633 | $3,141,672 | 2.24% |
| Oakworth Capital, Inc. | 78,780 | $21,275,810 | 1.93% |
| FINANCIAL LIFE ADVISORS | 14,296 | $3,862,131 | 1.66% |
| Mine & Arao Wealth Creation & Management, LLC. | 9,603 | $2,593,389 | 1.58% |