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 | $1,614 | -6.1% | 5,975 | -2.5% | 0.08% | -2.4% |
| Q2 2023 | $1,718 | +2.6% | 6,131 | +0.0% | 0.08% | -2.4% |
| Q1 2023 | $1,674 | -8.0% | 6,130 | -4.4% | 0.08% | -16.0% |
| Q4 2022 | $1,819 | -99.9% | 6,410 | -1.9% | 0.10% | +7.5% |
| Q3 2022 | $1,654,000 | +6.1% | 6,536 | +12.8% | 0.09% | +9.4% |
| Q2 2022 | $1,559,000 | -14.7% | 5,796 | -8.4% | 0.08% | +1.2% |
| Q1 2022 | $1,827,000 | +0.4% | 6,326 | +4.4% | 0.08% | +7.7% |
| Q4 2021 | $1,820,000 | +20.1% | 6,060 | +10.3% | 0.08% | +8.3% |
| Q3 2021 | $1,516,000 | +0.1% | 5,495 | -1.0% | 0.07% | 0.0% |
| Q2 2021 | $1,515,000 | +34.0% | 5,552 | +24.0% | 0.07% | +14.3% |
| Q1 2021 | $1,131,000 | – | 4,479 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 34,434 | $8,712,000 | 6.88% |
| Kalos Management, Inc. | 7,330 | $1,924,000 | 4.75% |
| First Citizens Financial Corp | 18,196 | $4,604,000 | 4.53% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 21,003 | $5,314,000 | 3.34% |
| Goodwin Investment Advisory | 15,618 | $3,951,000 | 2.99% |
| ETFIDEA, LLC | 19,832 | $5,017,568 | 2.59% |
| Oakworth Capital, Inc. | 82,156 | $20,785,000 | 2.30% |
| HC Advisors, LLC | 12,493 | $3,161,000 | 2.18% |
| Wealth Enhancement & Preservation of GA, LLC | 5,107 | $1,292,000 | 2.07% |
| HWG Holdings LP | 9,381 | $2,373,000 | 1.70% |