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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $309,504 | -2.3% | 5,051 | -1.3% | 0.00% | 0.0% |
| Q1 2024 | $316,654 | -9.2% | 5,115 | +320.0% | 0.00% | 0.0% |
| Q4 2023 | $348,891 | -55.7% | 1,218 | -58.2% | 0.00% | -66.7% |
| Q3 2023 | $787,854 | -1.0% | 2,917 | +2.8% | 0.01% | +12.5% |
| Q2 2023 | $795,418 | +7.2% | 2,838 | +4.5% | 0.01% | 0.0% |
| Q1 2023 | $741,908 | -3.5% | 2,717 | +0.3% | 0.01% | -11.1% |
| Q4 2022 | $768,773 | +3.3% | 2,709 | -7.9% | 0.01% | -10.0% |
| Q3 2022 | $744,000 | +1027.3% | 2,940 | +635.0% | 0.01% | +900.0% |
| Q2 2017 | $66,000 | +6.5% | 400 | 0.0% | 0.00% | -50.0% |
| Q1 2017 | $62,000 | +8.8% | 400 | +0.3% | 0.00% | +100.0% |
| Q4 2016 | $57,000 | +21.3% | 399 | +27.5% | 0.00% | 0.0% |
| Q3 2016 | $47,000 | +2.2% | 313 | +0.3% | 0.00% | 0.0% |
| Q2 2016 | $46,000 | +7.0% | 312 | +0.3% | 0.00% | 0.0% |
| Q1 2016 | $43,000 | -6.5% | 311 | +1.3% | 0.00% | 0.0% |
| Q4 2015 | $46,000 | -6.1% | 307 | -13.5% | 0.00% | -50.0% |
| Q3 2015 | $49,000 | -12.5% | 355 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $56,000 | +3.7% | 355 | +0.3% | 0.00% | 0.0% |
| Q1 2015 | $54,000 | +5.9% | 354 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $51,000 | -97.9% | 354 | -98.1% | 0.00% | -97.6% |
| Q3 2014 | $2,468,000 | +14.4% | 18,382 | +9.2% | 0.08% | +15.1% |
| Q2 2014 | $2,157,000 | -23.8% | 16,835 | -26.8% | 0.07% | -27.7% |
| Q1 2014 | $2,829,000 | +95.5% | 23,002 | +85.0% | 0.10% | +87.0% |
| Q4 2013 | $1,447,000 | +21.3% | 12,432 | +11.4% | 0.05% | 0.0% |
| Q3 2013 | $1,193,000 | +3308.6% | 11,164 | +3089.7% | 0.05% | +2600.0% |
| Q2 2013 | $35,000 | – | 350 | – | 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% |