ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 476 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,861 | +242950.0% | 18 | +125.0% | 0.00% | – |
| Q4 2022 | $2 | -99.9% | 8 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | -97.4% | 8 | -98.6% | 0.00% | -100.0% |
| Q3 2014 | $78,000 | +2.6% | 580 | -1.5% | 0.03% | +4.0% |
| Q2 2014 | $76,000 | +2.7% | 589 | -1.5% | 0.02% | -10.7% |
| Q1 2014 | $74,000 | +1.4% | 598 | -5.1% | 0.03% | -3.4% |
| Q4 2013 | $73,000 | +10.6% | 630 | +1.6% | 0.03% | -3.3% |
| Q3 2013 | $66,000 | -5.7% | 620 | -11.3% | 0.03% | -6.2% |
| Q2 2013 | $70,000 | 0.0% | 699 | 0.0% | 0.03% | 0.0% |
| Q1 2013 | $70,000 | – | 699 | – | 0.03% | – |
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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% |