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 | $257 | -99.9% | 953 | -4.3% | 0.03% | -11.1% |
| Q2 2023 | $279,179 | -0.1% | 996 | -2.6% | 0.04% | -14.3% |
| Q1 2023 | $279,512 | -81.3% | 1,023 | -80.6% | 0.04% | -82.5% |
| Q4 2022 | $1,492,427 | +315.7% | 5,260 | +269.9% | 0.24% | +674.2% |
| Q3 2022 | $359,000 | -26.7% | 1,422 | -22.1% | 0.03% | -59.7% |
| Q2 2022 | $490,000 | -6.8% | 1,825 | +0.1% | 0.08% | -4.9% |
| Q1 2022 | $526,000 | -3.8% | 1,824 | +0.1% | 0.08% | +285.7% |
| Q4 2021 | $547,000 | +63.3% | 1,822 | +50.0% | 0.02% | -58.8% |
| Q3 2021 | $335,000 | -0.3% | 1,215 | -1.3% | 0.05% | 0.0% |
| Q2 2021 | $336,000 | +29.2% | 1,231 | +19.6% | 0.05% | +24.4% |
| Q1 2021 | $260,000 | -0.4% | 1,029 | -2.9% | 0.04% | -4.7% |
| Q4 2020 | $261,000 | -7.4% | 1,060 | -14.7% | 0.04% | -18.9% |
| Q3 2020 | $282,000 | -45.0% | 1,243 | -47.7% | 0.05% | -47.5% |
| Q2 2020 | $513,000 | +67.6% | 2,378 | +46.0% | 0.10% | +27.8% |
| Q1 2020 | $306,000 | +18.6% | 1,629 | +36.4% | 0.08% | +54.9% |
| Q4 2019 | $258,000 | -64.1% | 1,194 | -68.5% | 0.05% | -66.9% |
| Q3 2019 | $718,000 | -9.9% | 3,796 | -7.0% | 0.15% | -19.4% |
| Q2 2019 | $797,000 | +70.7% | 4,083 | +69.3% | 0.19% | +45.8% |
| Q1 2019 | $467,000 | +2.2% | 2,412 | -4.6% | 0.13% | -23.4% |
| Q4 2018 | $457,000 | -49.7% | 2,529 | -43.5% | 0.17% | -39.8% |
| Q3 2018 | $909,000 | +30.8% | 4,479 | +14.8% | 0.28% | +15.9% |
| Q2 2018 | $695,000 | +5.0% | 3,903 | +1.8% | 0.24% | +23.7% |
| Q1 2018 | $662,000 | +0.8% | 3,833 | +1.6% | 0.20% | 0.0% |
| Q4 2017 | $657,000 | -24.2% | 3,772 | -25.2% | 0.20% | -6.2% |
| Q3 2017 | $867,000 | +3.3% | 5,046 | 0.0% | 0.21% | -2.8% |
| Q2 2017 | $839,000 | +35.8% | 5,046 | +27.1% | 0.22% | +26.2% |
| Q1 2017 | $618,000 | +155.4% | 3,970 | +136.3% | 0.17% | +135.6% |
| Q4 2016 | $242,000 | +9.5% | 1,680 | +14.1% | 0.07% | +14.1% |
| Q3 2016 | $221,000 | -1.3% | 1,473 | -8.1% | 0.06% | -31.9% |
| Q3 2015 | $224,000 | -44.1% | 1,602 | -36.6% | 0.09% | -13.8% |
| Q2 2015 | $401,000 | +49.6% | 2,528 | +45.5% | 0.11% | +6.9% |
| Q1 2015 | $268,000 | +21.3% | 1,737 | +13.2% | 0.10% | +12.1% |
| Q4 2014 | $221,000 | -77.4% | 1,535 | -83.0% | 0.09% | -84.6% |
| Q3 2013 | $979,000 | +3.4% | 9,035 | -4.5% | 0.59% | +7.6% |
| Q2 2013 | $947,000 | – | 9,457 | – | 0.55% | – |
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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% |