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 | $264,669 | +1.5% | 980 | +5.4% | 0.01% | 0.0% |
| Q2 2023 | $260,635 | +8.2% | 930 | +5.4% | 0.01% | -12.5% |
| Q1 2023 | $240,839 | -3.8% | 882 | 0.0% | 0.01% | -11.1% |
| Q4 2022 | $250,232 | +6.0% | 882 | -5.5% | 0.01% | 0.0% |
| Q3 2022 | $236,000 | -9.6% | 933 | -3.7% | 0.01% | -10.0% |
| Q2 2022 | $261,000 | -1.5% | 969 | +5.6% | 0.01% | +25.0% |
| Q1 2022 | $265,000 | -4.0% | 918 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $276,000 | -12.1% | 918 | -19.4% | 0.01% | -27.3% |
| Q3 2021 | $314,000 | +23.1% | 1,139 | +21.8% | 0.01% | +22.2% |
| Q2 2021 | $255,000 | +8.1% | 935 | 0.0% | 0.01% | -10.0% |
| Q1 2021 | $236,000 | -48.7% | 935 | -50.0% | 0.01% | -9.1% |
| Q4 2020 | $460,000 | +117.0% | 1,870 | +100.0% | 0.01% | -8.3% |
| Q3 2020 | $212,000 | -47.5% | 935 | -50.0% | 0.01% | 0.0% |
| Q2 2020 | $404,000 | +100.0% | 1,870 | +100.0% | 0.01% | 0.0% |
| Q4 2019 | $202,000 | – | 935 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 46,794 | $11,507,000 | 7.35% |
| Sowa Financial Group, Inc. | 30,388 | $7,473,000 | 5.03% |
| First Citizens Financial Corp | 19,195 | $4,672,000 | 4.07% |
| JGP Wealth Management, LLC | 58,474 | $14,776,000 | 3.42% |
| Oakworth Capital, Inc. | 95,927 | $23,589,000 | 3.06% |
| HC Advisors, LLC | 12,738 | $3,132,000 | 2.14% |
| Cadent Capital Advisors, LLC | 16,091 | $3,957,000 | 1.95% |
| Kesler, Norman & Wride, LLC | 28,270 | $6,952,000 | 1.94% |
| PETTYJOHN, WOOD & WHITE, INC | 22,458 | $5,523,000 | 1.41% |
| Mine & Arao Wealth Creation & Management, LLC. | 7,900 | $1,943,000 | 1.40% |