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 | $7,462,304 | +27.0% | 27,631 | +31.8% | 0.00% | +100.0% |
| Q2 2023 | $5,876,018 | +21.4% | 20,967 | +18.3% | 0.00% | 0.0% |
| Q1 2023 | $4,841,353 | +143.8% | 17,730 | +153.3% | 0.00% | 0.0% |
| Q4 2022 | $1,985,970 | -74.8% | 7,000 | -77.5% | 0.00% | -50.0% |
| Q3 2022 | $7,877,000 | -41.3% | 31,131 | -37.7% | 0.00% | -50.0% |
| Q2 2022 | $13,430,000 | +35.1% | 49,941 | +45.0% | 0.00% | +300.0% |
| Q1 2022 | $9,944,000 | -47.4% | 34,434 | -45.3% | 0.00% | – |
| Q4 2021 | $18,912,000 | +26.4% | 62,960 | +16.1% | 0.00% | -100.0% |
| Q3 2021 | $14,960,000 | +328.2% | 54,220 | +323.3% | 0.00% | – |
| Q2 2021 | $3,494,000 | +114.0% | 12,809 | +98.0% | 0.00% | – |
| Q1 2021 | $1,633,000 | -76.4% | 6,468 | -77.0% | 0.00% | – |
| Q4 2020 | $6,916,000 | +25.9% | 28,126 | +16.3% | 0.00% | -100.0% |
| Q3 2020 | $5,494,000 | -43.7% | 24,177 | -46.6% | 0.00% | -50.0% |
| Q2 2020 | $9,754,000 | +83.7% | 45,233 | +60.0% | 0.00% | +100.0% |
| Q1 2020 | $5,309,000 | -2.0% | 28,268 | +12.6% | 0.00% | 0.0% |
| Q4 2019 | $5,418,000 | -5.8% | 25,113 | -17.4% | 0.00% | -50.0% |
| Q3 2019 | $5,749,000 | -57.5% | 30,412 | -56.1% | 0.00% | +100.0% |
| Q2 2019 | $13,533,000 | +54.2% | 69,300 | +53.0% | 0.00% | -75.0% |
| Q1 2019 | $8,775,000 | +56.9% | 45,281 | +46.4% | 0.00% | +100.0% |
| Q4 2018 | $5,593,000 | +155.3% | 30,933 | +186.4% | 0.00% | – |
| Q3 2018 | $2,191,000 | -30.5% | 10,800 | -39.0% | 0.00% | -100.0% |
| Q2 2018 | $3,154,000 | -26.3% | 17,700 | -28.6% | 0.00% | 0.0% |
| Q1 2018 | $4,280,000 | -19.5% | 24,800 | -18.7% | 0.00% | -50.0% |
| Q4 2017 | $5,315,000 | +49.4% | 30,501 | +47.3% | 0.00% | 0.0% |
| Q3 2017 | $3,558,000 | -33.6% | 20,700 | -35.8% | 0.00% | 0.0% |
| Q2 2017 | $5,358,000 | -38.4% | 32,224 | -42.3% | 0.00% | -50.0% |
| Q1 2017 | $8,696,000 | +21.3% | 55,847 | +12.3% | 0.00% | +33.3% |
| Q4 2016 | $7,169,000 | +18.2% | 49,741 | +23.2% | 0.00% | 0.0% |
| Q3 2016 | $6,067,000 | +49.5% | 40,386 | +47.7% | 0.00% | +50.0% |
| Q2 2016 | $4,057,000 | -32.5% | 27,351 | -36.0% | 0.00% | -33.3% |
| Q1 2016 | $6,007,000 | +441.2% | 42,736 | +477.5% | 0.00% | – |
| Q4 2015 | $1,110,000 | -88.2% | 7,400 | -89.0% | 0.00% | -100.0% |
| Q3 2015 | $9,399,000 | +163.1% | 67,175 | +198.6% | 0.00% | +300.0% |
| Q2 2015 | $3,572,000 | +1.3% | 22,500 | -1.5% | 0.00% | 0.0% |
| Q1 2015 | $3,526,000 | -39.2% | 22,852 | -43.2% | 0.00% | 0.0% |
| Q4 2014 | $5,795,000 | +395.7% | 40,201 | +362.1% | 0.00% | – |
| Q3 2014 | $1,169,000 | -77.9% | 8,700 | -78.9% | 0.00% | -100.0% |
| Q2 2014 | $5,298,000 | +274.4% | 41,326 | +259.4% | 0.00% | – |
| Q1 2014 | $1,415,000 | -52.4% | 11,500 | -58.6% | 0.00% | -100.0% |
| Q3 2013 | $2,973,000 | -43.3% | 27,800 | -46.9% | 0.00% | 0.0% |
| Q2 2013 | $5,248,000 | – | 52,377 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 32,393 | $8,938,000 | 5.80% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,437 | $11,985,000 | 5.64% |
| First Citizens Financial Corp | 18,623 | $5,138,000 | 4.10% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 2.02% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 2.02% |
| PGIM Custom Harvest LLC | 39,677 | $10,948,000 | 1.66% |
| TrueWealth Advisors, LLC | 9,506 | $2,623,000 | 1.48% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,347 | $2,303,000 | 1.38% |
| PETTYJOHN, WOOD & WHITE, INC | 20,138 | $5,556,000 | 1.23% |
| AUA CAPITAL MANAGEMENT, LLC | 6,330 | $1,747,000 | 1.11% |