ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 471 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,042,178 | -1.9% | 49,652 | -0.9% | 0.03% | -8.6% |
| Q1 2024 | $3,099,828 | +13.6% | 50,078 | +425.2% | 0.04% | +2.9% |
| Q4 2023 | $2,729,399 | +40.1% | 9,535 | +32.2% | 0.03% | +21.4% |
| Q3 2023 | $1,948,285 | -17.2% | 7,214 | -14.1% | 0.03% | -17.6% |
| Q2 2023 | $2,354,120 | +13.4% | 8,400 | +10.5% | 0.03% | +3.0% |
| Q1 2023 | $2,076,621 | -0.1% | 7,605 | +3.8% | 0.03% | -8.3% |
| Q4 2022 | $2,078,176 | +47.8% | 7,325 | +31.8% | 0.04% | +33.3% |
| Q3 2022 | $1,406,000 | +128.6% | 5,556 | +142.9% | 0.03% | +125.0% |
| Q2 2022 | $615,000 | -2.2% | 2,287 | +5.1% | 0.01% | +20.0% |
| Q1 2022 | $629,000 | -9.4% | 2,177 | -5.7% | 0.01% | -9.1% |
| Q4 2021 | $694,000 | +3.3% | 2,309 | -5.1% | 0.01% | 0.0% |
| Q3 2021 | $672,000 | +0.1% | 2,434 | -1.0% | 0.01% | -8.3% |
| Q2 2021 | $671,000 | +19.6% | 2,459 | +10.7% | 0.01% | 0.0% |
| Q1 2021 | $561,000 | +2.6% | 2,222 | -0.0% | 0.01% | 0.0% |
| Q4 2020 | $547,000 | -3.5% | 2,223 | -11.0% | 0.01% | -20.0% |
| Q3 2020 | $567,000 | +3.1% | 2,497 | -2.0% | 0.02% | -6.2% |
| Q2 2020 | $550,000 | +19.6% | 2,549 | +4.0% | 0.02% | -5.9% |
| Q1 2020 | $460,000 | -11.4% | 2,450 | +1.8% | 0.02% | +13.3% |
| Q4 2019 | $519,000 | – | 2,406 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 275,932 | $16,906,349 | 8.08% |
| Perbak Capital Partners LLP | 427,851 | $26,214,431 | 7.75% |
| Sowa Financial Group, Inc. | 108,907 | $6,673 | 5.05% |
| Bellwether Advisors, LLC | 376,352 | $23,059,075 | 4.84% |
| First Citizens Financial Corp | 110,781 | $6,787,552 | 4.02% |
| HC Advisors, LLC | 61,400 | $3,761,984 | 3.47% |
| Audent Global Asset Management, LLC | 40,479 | $2,480,168 | 2.58% |
| Sheridan Capital Management, LLC | 56,655 | $3,453,708 | 2.57% |
| ETFIDEA, LLC | 97,358 | $5,965,126 | 2.02% |
| Oakworth Capital, Inc. | 393,851 | $24,131,192 | 1.76% |