ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 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% | – |
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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% |