ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 412 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,087,987 | -3.7% | 4,029 | -0.0% | 0.16% | -5.9% |
| Q2 2023 | $1,129,287 | +2.6% | 4,030 | 0.0% | 0.17% | -4.0% |
| Q1 2023 | $1,100,300 | -3.8% | 4,030 | 0.0% | 0.18% | -11.1% |
| Q4 2022 | $1,143,490 | +11.8% | 4,030 | -0.3% | 0.20% | +7.6% |
| Q3 2022 | $1,023,000 | -5.9% | 4,042 | 0.0% | 0.18% | -1.6% |
| Q2 2022 | $1,087,000 | -10.2% | 4,042 | -3.6% | 0.19% | +5.1% |
| Q1 2022 | $1,211,000 | +0.3% | 4,192 | +4.3% | 0.18% | +4.1% |
| Q4 2021 | $1,207,000 | +9.3% | 4,020 | +0.5% | 0.17% | +8.2% |
| Q3 2021 | $1,104,000 | +1.2% | 4,000 | 0.0% | 0.16% | -3.1% |
| Q2 2021 | $1,091,000 | +8.0% | 4,000 | 0.0% | 0.16% | +4.5% |
| Q1 2021 | $1,010,000 | +11.1% | 4,000 | 0.0% | 0.16% | -6.6% |
| Q3 2020 | $909,000 | -9.1% | 4,000 | -13.7% | 0.17% | -18.5% |
| Q2 2020 | $1,000,000 | +13.9% | 4,637 | -0.9% | 0.20% | -3.8% |
| Q1 2020 | $878,000 | -17.4% | 4,677 | -5.1% | 0.21% | +4.4% |
| Q4 2019 | $1,063,000 | +1.4% | 4,927 | -11.1% | 0.20% | -12.1% |
| Q3 2019 | $1,048,000 | -3.0% | 5,542 | +0.2% | 0.23% | -31.4% |
| Q2 2019 | $1,080,000 | -4.1% | 5,532 | -4.8% | 0.34% | +13.4% |
| Q1 2019 | $1,126,000 | +7.8% | 5,812 | +0.6% | 0.30% | -18.8% |
| Q4 2018 | $1,045,000 | -13.1% | 5,777 | -2.5% | 0.37% | +39.5% |
| Q3 2018 | $1,203,000 | +13.9% | 5,927 | 0.0% | 0.26% | +11.0% |
| Q2 2018 | $1,056,000 | +222.0% | 5,927 | +211.6% | 0.24% | +196.2% |
| Q1 2018 | $328,000 | -12.1% | 1,902 | -11.2% | 0.08% | -13.0% |
| Q4 2017 | $373,000 | +1.4% | 2,142 | 0.0% | 0.09% | 0.0% |
| Q3 2017 | $368,000 | +8.2% | 2,142 | +4.9% | 0.09% | +2.2% |
| Q2 2017 | $340,000 | +15.3% | 2,042 | +7.9% | 0.09% | +12.5% |
| Q1 2017 | $295,000 | +15.7% | 1,892 | +6.9% | 0.08% | +5.3% |
| Q4 2016 | $255,000 | +15.4% | 1,770 | +20.4% | 0.08% | +15.2% |
| Q3 2016 | $221,000 | +1.4% | 1,470 | 0.0% | 0.07% | -7.0% |
| Q2 2016 | $218,000 | +5.3% | 1,470 | 0.0% | 0.07% | -12.3% |
| Q1 2016 | $207,000 | +10.7% | 1,470 | +18.1% | 0.08% | +20.9% |
| Q4 2015 | $187,000 | +7.5% | 1,245 | 0.0% | 0.07% | +4.7% |
| Q3 2015 | $174,000 | -44.4% | 1,245 | -36.8% | 0.06% | -40.7% |
| Q2 2015 | $313,000 | -4.6% | 1,970 | -7.4% | 0.11% | -5.3% |
| Q1 2015 | $328,000 | -4.9% | 2,127 | -11.2% | 0.11% | -10.2% |
| Q4 2014 | $345,000 | +7.1% | 2,395 | 0.0% | 0.13% | +3.3% |
| Q3 2014 | $322,000 | +4.9% | 2,395 | 0.0% | 0.12% | +5.1% |
| Q2 2014 | $307,000 | -2.8% | 2,395 | -6.8% | 0.12% | -2.5% |
| Q1 2014 | $316,000 | +5.7% | 2,570 | 0.0% | 0.12% | +2.6% |
| Q4 2013 | $299,000 | +8.7% | 2,570 | 0.0% | 0.12% | -1.7% |
| Q3 2013 | $275,000 | +7.0% | 2,570 | 0.0% | 0.12% | -5.6% |
| Q2 2013 | $257,000 | – | 2,570 | – | 0.13% | – |
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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% |