ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 412 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,661,360 | +89.0% | 220,899 | +96.1% | 0.08% | +90.2% |
| Q2 2023 | $31,571,274 | +5.5% | 112,654 | +2.8% | 0.04% | -2.4% |
| Q1 2023 | $29,926,876 | +126.6% | 109,598 | +135.4% | 0.04% | +110.0% |
| Q4 2022 | $13,207,982 | +142.7% | 46,554 | +116.5% | 0.02% | +122.2% |
| Q3 2022 | $5,441,000 | +88.4% | 21,506 | +100.2% | 0.01% | +80.0% |
| Q2 2022 | $2,888,000 | +3.9% | 10,742 | +11.6% | 0.01% | +25.0% |
| Q1 2022 | $2,779,000 | -16.1% | 9,624 | -12.8% | 0.00% | -20.0% |
| Q4 2021 | $3,313,000 | +33.5% | 11,033 | +22.7% | 0.01% | 0.0% |
| Q3 2021 | $2,482,000 | +1.5% | 8,995 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $2,446,000 | +10.4% | 8,968 | +2.2% | 0.01% | 0.0% |
| Q1 2021 | $2,215,000 | +24.4% | 8,774 | +21.1% | 0.01% | +25.0% |
| Q4 2020 | $1,781,000 | +30.9% | 7,245 | +20.9% | 0.00% | 0.0% |
| Q3 2020 | $1,361,000 | +7.5% | 5,993 | +2.1% | 0.00% | 0.0% |
| Q2 2020 | $1,266,000 | +27.5% | 5,870 | +11.0% | 0.00% | 0.0% |
| Q1 2020 | $993,000 | -17.2% | 5,290 | -4.8% | 0.00% | 0.0% |
| Q4 2019 | $1,199,000 | +10.7% | 5,559 | -3.0% | 0.00% | 0.0% |
| Q3 2019 | $1,083,000 | -1.5% | 5,729 | +1.8% | 0.00% | 0.0% |
| Q2 2019 | $1,099,000 | -31.9% | 5,627 | -32.4% | 0.00% | -42.9% |
| Q1 2019 | $1,614,000 | -11.4% | 8,327 | -17.4% | 0.01% | -22.2% |
| Q4 2018 | $1,822,000 | -0.2% | 10,078 | +12.0% | 0.01% | 0.0% |
| Q3 2018 | $1,826,000 | +10.4% | 8,998 | -3.1% | 0.01% | 0.0% |
| Q2 2018 | $1,654,000 | +1.0% | 9,284 | -2.2% | 0.01% | -10.0% |
| Q1 2018 | $1,637,000 | +0.6% | 9,488 | +1.5% | 0.01% | 0.0% |
| Q4 2017 | $1,628,000 | -48.1% | 9,344 | -48.8% | 0.01% | -54.5% |
| Q3 2017 | $3,136,000 | +4.5% | 18,249 | +1.1% | 0.02% | -8.3% |
| Q2 2017 | $3,000,000 | +9.1% | 18,045 | +2.2% | 0.02% | -4.0% |
| Q1 2017 | $2,750,000 | +14.4% | 17,664 | +6.0% | 0.02% | -3.8% |
| Q4 2016 | $2,403,000 | +8800.0% | 16,671 | +9059.9% | 0.03% | – |
| Q2 2016 | $27,000 | +8.0% | 182 | +0.6% | 0.00% | – |
| Q1 2016 | $25,000 | -16.7% | 181 | -9.5% | 0.00% | -100.0% |
| Q4 2015 | $30,000 | +7.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $28,000 | -12.5% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $32,000 | -38.5% | 200 | -40.3% | 0.00% | 0.0% |
| Q1 2015 | $52,000 | +79.3% | 335 | +67.5% | 0.00% | 0.0% |
| Q4 2014 | $29,000 | -17.1% | 200 | -22.2% | 0.00% | 0.0% |
| Q3 2014 | $35,000 | – | 257 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 32,393 | $8,938,000 | 5.80% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,437 | $11,985,000 | 5.64% |
| First Citizens Financial Corp | 18,623 | $5,138,000 | 4.10% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 2.02% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 2.02% |
| PGIM Custom Harvest LLC | 39,677 | $10,948,000 | 1.66% |
| TrueWealth Advisors, LLC | 9,506 | $2,623,000 | 1.48% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,347 | $2,303,000 | 1.38% |
| PETTYJOHN, WOOD & WHITE, INC | 20,138 | $5,556,000 | 1.23% |
| AUA CAPITAL MANAGEMENT, LLC | 6,330 | $1,747,000 | 1.11% |