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 | $1,496,962 | +12.9% | 5,543 | +17.2% | 0.00% | 0.0% |
| Q2 2023 | $1,325,818 | +110292.8% | 4,731 | +7.5% | 0.00% | +33.3% |
| Q1 2023 | $1,201 | +0.8% | 4,400 | +4.7% | 0.00% | -25.0% |
| Q4 2022 | $1,192 | -99.9% | 4,201 | +12.4% | 0.00% | 0.0% |
| Q3 2022 | $945,000 | +1111.5% | 3,736 | +619.8% | 0.00% | 0.0% |
| Q3 2016 | $78,000 | -64.5% | 519 | -66.9% | 0.00% | -60.0% |
| Q3 2015 | $220,000 | +10.0% | 1,570 | +24.9% | 0.01% | +11.1% |
| Q2 2015 | $200,000 | -82.4% | 1,257 | -84.1% | 0.01% | -91.2% |
| Q4 2014 | $1,138,000 | +31.6% | 7,895 | +22.7% | 0.10% | +5.2% |
| Q3 2014 | $865,000 | – | 6,436 | – | 0.10% | – |
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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% |