ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 376 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,353 | -3.6% | 1,612 | 0.0% | 0.06% | -9.5% |
| Q2 2023 | $451,767 | +2.6% | 1,612 | 0.0% | 0.06% | -4.5% |
| Q1 2023 | $440,173 | -3.8% | 1,612 | 0.0% | 0.07% | -7.0% |
| Q4 2022 | $457,341 | +12.1% | 1,612 | 0.0% | 0.07% | +6.0% |
| Q3 2022 | $408,000 | -5.8% | 1,612 | 0.0% | 0.07% | -2.9% |
| Q2 2022 | $433,000 | -7.1% | 1,612 | 0.0% | 0.07% | +11.3% |
| Q1 2022 | $466,000 | -3.7% | 1,612 | 0.0% | 0.06% | +1.6% |
| Q4 2021 | $484,000 | +8.8% | 1,612 | 0.0% | 0.06% | +1.7% |
| Q3 2021 | $445,000 | +1.1% | 1,612 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $440,000 | +8.1% | 1,612 | 0.0% | 0.06% | -1.6% |
| Q1 2021 | $407,000 | +2.8% | 1,612 | 0.0% | 0.06% | -3.2% |
| Q4 2020 | $396,000 | +8.2% | 1,612 | 0.0% | 0.06% | -10.0% |
| Q3 2020 | $366,000 | +4.0% | 1,612 | -1.3% | 0.07% | -6.7% |
| Q2 2020 | $352,000 | +14.7% | 1,633 | 0.0% | 0.08% | -9.6% |
| Q1 2020 | $307,000 | -13.3% | 1,633 | -0.6% | 0.08% | +1.2% |
| Q4 2019 | $354,000 | – | 1,643 | – | 0.08% | – |
Download | ||||||
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% |