ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | – |
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% |