ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 457 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $486,518 | -3.0% | 1,736 | -5.4% | 0.01% | 0.0% |
| Q1 2023 | $501,338 | -3.8% | 1,836 | 0.0% | 0.01% | -11.1% |
| Q4 2022 | $520,892 | +10.8% | 1,836 | -1.2% | 0.01% | 0.0% |
| Q3 2022 | $470,000 | -6.0% | 1,858 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $500,000 | -6.9% | 1,858 | 0.0% | 0.01% | +12.5% |
| Q1 2022 | $537,000 | -3.8% | 1,858 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $558,000 | +7.9% | 1,858 | -0.8% | 0.01% | 0.0% |
| Q3 2021 | $517,000 | +1.2% | 1,873 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $511,000 | +23.1% | 1,873 | +13.9% | 0.01% | +14.3% |
| Q1 2021 | $415,000 | +2.5% | 1,645 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $405,000 | +8.3% | 1,645 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $374,000 | +18.0% | 1,645 | +11.9% | 0.01% | 0.0% |
| Q2 2020 | $317,000 | +14.9% | 1,470 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $276,000 | +34.6% | 1,470 | +3.3% | 0.01% | +75.0% |
| Q4 2014 | $205,000 | +23.5% | 1,423 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $166,000 | – | 1,423 | – | 0.00% | – |
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% |