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 | $301,669 | -5.4% | 1,117 | -1.8% | 0.02% | 0.0% |
| Q2 2023 | $318,928 | +1.8% | 1,138 | -0.8% | 0.02% | -5.6% |
| Q1 2023 | $313,200 | -3.8% | 1,147 | 0.0% | 0.02% | -5.3% |
| Q4 2022 | $325,416 | +11.1% | 1,147 | -0.9% | 0.02% | 0.0% |
| Q3 2022 | $293,000 | -6.1% | 1,157 | -0.3% | 0.02% | 0.0% |
| Q2 2022 | $312,000 | -6.9% | 1,160 | 0.0% | 0.02% | +11.8% |
| Q1 2022 | $335,000 | -5.1% | 1,160 | -1.4% | 0.02% | 0.0% |
| Q4 2021 | $353,000 | +9.0% | 1,177 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $324,000 | +0.9% | 1,177 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $321,000 | +8.1% | 1,177 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $297,000 | +2.4% | 1,177 | 0.0% | 0.02% | -5.6% |
| Q4 2020 | $290,000 | +7.0% | 1,177 | -1.3% | 0.02% | -5.3% |
| Q3 2020 | $271,000 | +4.2% | 1,192 | -1.2% | 0.02% | 0.0% |
| Q2 2020 | $260,000 | +14.5% | 1,207 | 0.0% | 0.02% | -9.5% |
| Q1 2020 | $227,000 | -12.7% | 1,207 | 0.0% | 0.02% | +10.5% |
| Q4 2019 | $260,000 | +14.0% | 1,207 | 0.0% | 0.02% | +5.6% |
| Q3 2019 | $228,000 | -3.0% | 1,207 | 0.0% | 0.02% | -5.3% |
| Q2 2019 | $235,000 | +19.9% | 1,207 | +19.4% | 0.02% | +11.8% |
| Q1 2019 | $196,000 | +7.1% | 1,011 | 0.0% | 0.02% | -5.6% |
| Q4 2018 | $183,000 | -10.7% | 1,011 | 0.0% | 0.02% | +5.9% |
| Q3 2018 | $205,000 | +13.9% | 1,011 | 0.0% | 0.02% | +6.2% |
| Q2 2018 | $180,000 | -6.2% | 1,011 | -9.0% | 0.02% | -5.9% |
| Q1 2018 | $192,000 | -0.5% | 1,111 | 0.0% | 0.02% | -5.6% |
| Q4 2017 | $193,000 | -7.2% | 1,111 | -8.3% | 0.02% | -10.0% |
| Q3 2017 | $208,000 | +3.5% | 1,211 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $201,000 | +6.9% | 1,211 | 0.0% | 0.02% | +5.3% |
| Q1 2017 | $188,000 | +7.4% | 1,211 | 0.0% | 0.02% | +5.6% |
| Q4 2016 | $175,000 | -3.8% | 1,211 | 0.0% | 0.02% | -5.3% |
| Q3 2016 | $182,000 | +1.7% | 1,211 | 0.0% | 0.02% | -5.0% |
| Q2 2016 | $179,000 | +5.3% | 1,211 | 0.0% | 0.02% | +5.3% |
| Q1 2016 | $170,000 | -6.6% | 1,211 | 0.0% | 0.02% | -9.5% |
| Q4 2015 | $182,000 | +7.7% | 1,211 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $169,000 | -12.0% | 1,211 | 0.0% | 0.02% | -4.5% |
| Q2 2015 | $192,000 | -9.0% | 1,211 | -11.2% | 0.02% | -8.3% |
| Q1 2015 | $211,000 | +7.1% | 1,363 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $197,000 | +7.1% | 1,363 | 0.0% | 0.02% | +4.3% |
| Q3 2014 | $184,000 | +18.7% | 1,363 | +12.6% | 0.02% | +21.1% |
| Q2 2014 | $155,000 | -3.7% | 1,211 | -7.6% | 0.02% | -24.0% |
| Q1 2014 | $161,000 | +15.0% | 1,311 | 0.0% | 0.02% | +19.0% |
| Q3 2013 | $140,000 | -4.1% | 1,311 | -9.8% | 0.02% | -8.7% |
| Q2 2013 | $146,000 | – | 1,453 | – | 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% |