ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 415 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $114,496 | +6.0% | 400 | 0.0% | 0.03% | -3.3% |
| Q3 2023 | $108,028 | -3.6% | 400 | 0.0% | 0.03% | +3.4% |
| Q2 2023 | $112,100 | +2.6% | 400 | 0.0% | 0.03% | -6.5% |
| Q1 2023 | $109,224 | -3.8% | 400 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $113,484 | +12.4% | 400 | 0.0% | 0.03% | +6.9% |
| Q3 2022 | $101,000 | -5.6% | 400 | 0.0% | 0.03% | +3.6% |
| Q2 2022 | $107,000 | -7.0% | 400 | 0.0% | 0.03% | +12.0% |
| Q1 2022 | $115,000 | -4.2% | 400 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $120,000 | +9.1% | 400 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $110,000 | +0.9% | 400 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $109,000 | +9.0% | 400 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $100,000 | -53.5% | 400 | -54.3% | 0.02% | -49.0% |
| Q4 2020 | $215,000 | +8.6% | 875 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $198,000 | +5.3% | 875 | 0.0% | 0.05% | -2.0% |
| Q2 2020 | $188,000 | +14.6% | 875 | 0.0% | 0.05% | +2.0% |
| Q1 2020 | $164,000 | -12.8% | 875 | 0.0% | 0.05% | +16.7% |
| Q4 2019 | $188,000 | +13.9% | 875 | 0.0% | 0.04% | +10.5% |
| Q3 2019 | $165,000 | -2.9% | 875 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $170,000 | +3.7% | 875 | 0.0% | 0.04% | +2.7% |
| Q1 2019 | $164,000 | +3.8% | 875 | 0.0% | 0.04% | -9.8% |
| Q4 2018 | $158,000 | -10.7% | 875 | 0.0% | 0.04% | +5.1% |
| Q3 2018 | $177,000 | +14.2% | 875 | 0.0% | 0.04% | +8.3% |
| Q2 2018 | $155,000 | +2.6% | 875 | 0.0% | 0.04% | +2.9% |
| Q1 2018 | $151,000 | -0.7% | 875 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $152,000 | +1.3% | 875 | 0.0% | 0.04% | -2.8% |
| Q3 2017 | $150,000 | +4.2% | 875 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $144,000 | +5.9% | 875 | 0.0% | 0.04% | +5.9% |
| Q1 2017 | $136,000 | +7.9% | 875 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $126,000 | -3.8% | 875 | 0.0% | 0.03% | -8.1% |
| Q3 2016 | $131,000 | +1.6% | 875 | 0.0% | 0.04% | -2.6% |
| Q2 2016 | $129,000 | – | 875 | – | 0.04% | – |
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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% |