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 | $476,132 | +86155.8% | 1,763 | -10.6% | 0.01% | -12.5% |
| Q2 2023 | $552 | +22.1% | 1,971 | +19.0% | 0.02% | +14.3% |
| Q1 2023 | $452 | +13.3% | 1,656 | +17.7% | 0.01% | +7.7% |
| Q4 2022 | $399 | -99.9% | 1,407 | -7.4% | 0.01% | -7.1% |
| Q3 2022 | $385,000 | -5.6% | 1,519 | 0.0% | 0.01% | -6.7% |
| Q2 2022 | $408,000 | -9.1% | 1,519 | -2.2% | 0.02% | +7.1% |
| Q1 2022 | $449,000 | -3.2% | 1,553 | +0.6% | 0.01% | 0.0% |
| Q4 2021 | $464,000 | +24.4% | 1,544 | +14.4% | 0.01% | +16.7% |
| Q3 2021 | $373,000 | -12.0% | 1,350 | -13.2% | 0.01% | -14.3% |
| Q2 2021 | $424,000 | -15.9% | 1,556 | -22.2% | 0.01% | -22.2% |
| Q1 2021 | $504,000 | +2.6% | 1,999 | 0.0% | 0.02% | -5.3% |
| Q4 2020 | $491,000 | +46.6% | 1,999 | +35.6% | 0.02% | +35.7% |
| Q3 2020 | $335,000 | +5.3% | 1,474 | 0.0% | 0.01% | -6.7% |
| Q2 2020 | $318,000 | +14.8% | 1,474 | -0.1% | 0.02% | -6.2% |
| Q1 2020 | $277,000 | -17.8% | 1,476 | -5.4% | 0.02% | 0.0% |
| Q4 2019 | $337,000 | +3.7% | 1,560 | -9.3% | 0.02% | -5.9% |
| Q3 2019 | $325,000 | +27.5% | 1,720 | +31.5% | 0.02% | +21.4% |
| Q2 2019 | $255,000 | +3.7% | 1,308 | +3.0% | 0.01% | 0.0% |
| Q1 2019 | $246,000 | +7.0% | 1,270 | 0.0% | 0.01% | -6.7% |
| Q4 2018 | $230,000 | +11.1% | 1,270 | +24.9% | 0.02% | +25.0% |
| Q3 2018 | $207,000 | – | 1,017 | – | 0.01% | – |
Download | ||||||
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% |