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 | $425,359 | -3.6% | 1,575 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $441,391 | +2.6% | 1,575 | 0.0% | 0.02% | -6.2% |
| Q1 2023 | $430,051 | -3.8% | 1,575 | 0.0% | 0.02% | -11.1% |
| Q4 2022 | $446,826 | +12.3% | 1,575 | 0.0% | 0.02% | +5.9% |
| Q3 2022 | $398,000 | -6.1% | 1,575 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $424,000 | -6.8% | 1,575 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $455,000 | -3.8% | 1,575 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $473,000 | +8.7% | 1,575 | 0.0% | 0.02% | -5.6% |
| Q3 2021 | $435,000 | +1.2% | 1,575 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $430,000 | +6.4% | 1,575 | -1.6% | 0.02% | 0.0% |
| Q1 2021 | $404,000 | +2.8% | 1,600 | 0.0% | 0.02% | -10.0% |
| Q4 2020 | $393,000 | +8.0% | 1,600 | 0.0% | 0.02% | -4.8% |
| Q3 2020 | $364,000 | +5.5% | 1,600 | 0.0% | 0.02% | -4.5% |
| Q2 2020 | $345,000 | +15.0% | 1,600 | 0.0% | 0.02% | -4.3% |
| Q1 2020 | $300,000 | -14.5% | 1,600 | -1.5% | 0.02% | +4.5% |
| Q4 2019 | $351,000 | +14.3% | 1,625 | 0.0% | 0.02% | +4.8% |
| Q3 2019 | $307,000 | -3.2% | 1,625 | 0.0% | 0.02% | -8.7% |
| Q2 2019 | $317,000 | +0.6% | 1,625 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $315,000 | +7.1% | 1,625 | 0.0% | 0.02% | -4.2% |
| Q4 2018 | $294,000 | -10.9% | 1,625 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $330,000 | +13.8% | 1,625 | 0.0% | 0.02% | +4.3% |
| Q2 2018 | $290,000 | +3.6% | 1,625 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $280,000 | -1.1% | 1,625 | 0.0% | 0.02% | -4.2% |
| Q4 2017 | $283,000 | +1.4% | 1,625 | 0.0% | 0.02% | -7.7% |
| Q3 2017 | $279,000 | +3.3% | 1,625 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $270,000 | +6.7% | 1,625 | 0.0% | 0.03% | +4.0% |
| Q1 2017 | $253,000 | +52.4% | 1,625 | +41.3% | 0.02% | +38.9% |
| Q4 2016 | $166,000 | +268.9% | 1,150 | +283.3% | 0.02% | +260.0% |
| Q3 2016 | $45,000 | +2.3% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $44,000 | +4.8% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $42,000 | -6.7% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $45,000 | +7.1% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $42,000 | -12.5% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $48,000 | +4.3% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $46,000 | +7.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $43,000 | +7.5% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $40,000 | -21.6% | 300 | -25.0% | 0.01% | -16.7% |
| Q2 2014 | $51,000 | -1.9% | 400 | -5.9% | 0.01% | 0.0% |
| Q1 2014 | $52,000 | +4.0% | 425 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $50,000 | +11.1% | 425 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $45,000 | 0.0% | 425 | -5.6% | 0.01% | 0.0% |
| Q2 2013 | $45,000 | – | 450 | – | 0.01% | – |
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% |