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 | $243 | -2.4% | 900 | +1.1% | 0.13% | +0.8% |
| Q2 2023 | $249 | +2.5% | 890 | 0.0% | 0.13% | -1.5% |
| Q1 2023 | $243 | -9.0% | 890 | -5.3% | 0.13% | -11.5% |
| Q4 2022 | $267 | -99.9% | 940 | 0.0% | 0.15% | +13.0% |
| Q3 2022 | $238,000 | +1.7% | 940 | -1.1% | 0.13% | +12.9% |
| Q4 2020 | $234,000 | +8.3% | 950 | 0.0% | 0.12% | -7.9% |
| Q3 2020 | $216,000 | -12.9% | 950 | -17.4% | 0.13% | -19.7% |
| Q2 2020 | $248,000 | +14.8% | 1,150 | 0.0% | 0.16% | -3.7% |
| Q1 2020 | $216,000 | -12.9% | 1,150 | 0.0% | 0.16% | +8.7% |
| Q4 2019 | $248,000 | +14.3% | 1,150 | 0.0% | 0.15% | +2.0% |
| Q3 2019 | $217,000 | -3.6% | 1,150 | 0.0% | 0.15% | -5.8% |
| Q2 2019 | $225,000 | -14.1% | 1,150 | -14.8% | 0.16% | -20.0% |
| Q1 2019 | $262,000 | +7.4% | 1,350 | 0.0% | 0.20% | -2.0% |
| Q4 2018 | $244,000 | -48.8% | 1,350 | -42.6% | 0.20% | -38.4% |
| Q3 2018 | $477,000 | +13.8% | 2,350 | 0.0% | 0.32% | +7.3% |
| Q2 2018 | $419,000 | -4.8% | 2,350 | -7.8% | 0.30% | -6.8% |
| Q1 2018 | $440,000 | -14.4% | 2,550 | -13.6% | 0.32% | -12.9% |
| Q4 2017 | $514,000 | -5.0% | 2,950 | -6.3% | 0.37% | -7.7% |
| Q3 2017 | $541,000 | +3.2% | 3,150 | 0.0% | 0.40% | +2.8% |
| Q2 2017 | $524,000 | +6.9% | 3,150 | 0.0% | 0.39% | +6.0% |
| Q1 2017 | $490,000 | +1.4% | 3,150 | -6.0% | 0.37% | -1.9% |
| Q4 2016 | $483,000 | -9.4% | 3,350 | -5.6% | 0.38% | -13.4% |
| Q3 2016 | $533,000 | +1.1% | 3,550 | 0.0% | 0.43% | -3.3% |
| Q2 2016 | $527,000 | +5.6% | 3,550 | 0.0% | 0.45% | +3.9% |
| Q1 2016 | $499,000 | -6.4% | 3,550 | 0.0% | 0.43% | -7.7% |
| Q4 2015 | $533,000 | +7.2% | 3,550 | 0.0% | 0.47% | +1.5% |
| Q3 2015 | $497,000 | -11.7% | 3,550 | 0.0% | 0.46% | -4.8% |
| Q2 2015 | $563,000 | +2.7% | 3,550 | 0.0% | 0.48% | +0.6% |
| Q1 2015 | $548,000 | -0.5% | 3,550 | -7.1% | 0.48% | -3.8% |
| Q4 2014 | $551,000 | – | 3,820 | – | 0.50% | – |
Download | ||||||
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% |