ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 457 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,955,986 | +34.8% | 103,514 | +39.9% | 0.05% | +37.8% |
| Q2 2023 | $20,738,265 | -2.2% | 73,999 | -4.7% | 0.04% | -7.5% |
| Q1 2023 | $21,210,266 | -6.4% | 77,676 | -2.8% | 0.04% | -13.0% |
| Q4 2022 | $22,667,784 | -5.6% | 79,888 | -15.8% | 0.05% | -13.2% |
| Q3 2022 | $24,001,000 | -9.2% | 94,856 | -3.5% | 0.05% | -7.0% |
| Q2 2022 | $26,424,000 | +2.2% | 98,247 | +9.7% | 0.06% | +16.3% |
| Q1 2022 | $25,861,000 | -3.8% | 89,536 | +0.1% | 0.05% | -2.0% |
| Q4 2021 | $26,879,000 | +9.3% | 89,474 | +0.4% | 0.05% | 0.0% |
| Q3 2021 | $24,581,000 | +5.2% | 89,074 | +4.0% | 0.05% | +4.2% |
| Q2 2021 | $23,369,000 | +0.9% | 85,613 | -6.7% | 0.05% | -7.7% |
| Q1 2021 | $23,163,000 | -2.8% | 91,721 | -5.3% | 0.05% | -11.9% |
| Q4 2020 | $23,829,000 | +2.4% | 96,876 | -5.4% | 0.06% | -10.6% |
| Q3 2020 | $23,270,000 | +16.7% | 102,408 | +10.8% | 0.07% | +4.8% |
| Q2 2020 | $19,939,000 | +14.8% | 92,452 | -0.0% | 0.06% | -17.1% |
| Q1 2020 | $17,370,000 | +4.5% | 92,485 | +20.1% | 0.08% | +43.4% |
| Q4 2019 | $16,615,000 | +27.7% | 77,013 | +11.9% | 0.05% | +12.8% |
| Q3 2019 | $13,011,000 | +7.8% | 68,819 | +11.4% | 0.05% | +2.2% |
| Q2 2019 | $12,064,000 | +2.2% | 61,772 | +1.4% | 0.05% | -6.1% |
| Q1 2019 | $11,810,000 | +24.8% | 60,936 | +16.5% | 0.05% | -2.0% |
| Q4 2018 | $9,461,000 | +18.9% | 52,327 | +33.5% | 0.05% | +38.9% |
| Q3 2018 | $7,954,000 | +98.8% | 39,196 | +74.5% | 0.04% | +80.0% |
| Q2 2018 | $4,002,000 | +1.2% | 22,457 | -2.0% | 0.02% | -13.0% |
| Q1 2018 | $3,956,000 | -19.9% | 22,917 | -19.2% | 0.02% | -25.8% |
| Q4 2017 | $4,940,000 | -37.9% | 28,349 | -38.8% | 0.03% | -39.2% |
| Q3 2017 | $7,958,000 | +30.8% | 46,300 | +26.5% | 0.05% | +21.4% |
| Q2 2017 | $6,086,000 | -17.6% | 36,605 | -22.8% | 0.04% | -25.0% |
| Q1 2017 | $7,383,000 | +114.2% | 47,417 | +98.3% | 0.06% | +93.1% |
| Q4 2016 | $3,447,000 | -1.8% | 23,909 | +2.3% | 0.03% | -6.5% |
| Q3 2016 | $3,510,000 | -2.6% | 23,363 | -3.9% | 0.03% | -11.4% |
| Q2 2016 | $3,604,000 | -24.0% | 24,299 | -27.9% | 0.04% | -36.4% |
| Q1 2016 | $4,739,000 | +4.7% | 33,715 | +11.7% | 0.06% | +3.8% |
| Q4 2015 | $4,527,000 | +29.6% | 30,178 | +20.9% | 0.05% | -8.6% |
| Q3 2015 | $3,492,000 | -14.7% | 24,952 | -5.9% | 0.06% | -71.0% |
| Q1 2015 | $4,092,000 | +248.3% | 26,519 | +126.2% | 0.20% | +488.2% |
| Q2 2013 | $1,175,000 | – | 11,725 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 34,434 | $8,712,000 | 6.88% |
| Kalos Management, Inc. | 7,330 | $1,924,000 | 4.75% |
| First Citizens Financial Corp | 18,196 | $4,604,000 | 4.53% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 21,003 | $5,314,000 | 3.34% |
| Goodwin Investment Advisory | 15,618 | $3,951,000 | 2.99% |
| ETFIDEA, LLC | 19,832 | $5,017,568 | 2.59% |
| Oakworth Capital, Inc. | 82,156 | $20,785,000 | 2.30% |
| HC Advisors, LLC | 12,493 | $3,161,000 | 2.18% |
| Wealth Enhancement & Preservation of GA, LLC | 5,107 | $1,292,000 | 2.07% |
| HWG Holdings LP | 9,381 | $2,373,000 | 1.70% |