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 | $1,719,330 | -4.9% | 6,366 | -1.3% | 1.18% | -6.3% |
| Q2 2023 | $1,807,246 | +5.8% | 6,449 | +3.1% | 1.26% | +11.4% |
| Q1 2023 | $1,707,927 | -1.1% | 6,255 | +2.7% | 1.14% | -6.0% |
| Q4 2022 | $1,727,256 | +13.3% | 6,088 | +1.1% | 1.21% | -2.3% |
| Q3 2022 | $1,524,000 | -5.5% | 6,022 | +0.4% | 1.24% | +7.8% |
| Q2 2022 | $1,613,000 | -1.1% | 5,998 | +6.2% | 1.15% | +14.9% |
| Q1 2022 | $1,631,000 | +0.4% | 5,648 | +4.4% | 1.00% | +2.6% |
| Q4 2021 | $1,625,000 | +19.0% | 5,409 | +9.3% | 0.97% | +15.0% |
| Q3 2021 | $1,366,000 | +17.6% | 4,950 | +16.2% | 0.85% | +18.2% |
| Q2 2021 | $1,162,000 | +37.2% | 4,260 | +27.0% | 0.72% | +14.2% |
| Q1 2021 | $847,000 | +41.9% | 3,354 | +38.1% | 0.63% | +36.3% |
| Q4 2020 | $597,000 | +18.7% | 2,429 | +9.7% | 0.46% | +10.0% |
| Q3 2020 | $503,000 | +8.6% | 2,215 | +3.0% | 0.42% | -0.2% |
| Q2 2020 | $463,000 | -81.8% | 2,151 | -84.0% | 0.42% | -81.7% |
| Q3 2019 | $2,546,000 | -4.3% | 13,466 | -1.2% | 2.29% | -3.7% |
| Q2 2019 | $2,661,000 | +5.4% | 13,627 | +4.6% | 2.38% | +2.9% |
| Q1 2019 | $2,525,000 | +1.3% | 13,031 | -5.5% | 2.31% | -6.0% |
| Q4 2018 | $2,493,000 | – | 13,790 | – | 2.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,665 | $13,116,000 | 5.81% |
| Sowa Financial Group, Inc. | 33,003 | $9,913,000 | 5.80% |
| First Citizens Financial Corp | 18,297 | $5,496,000 | 4.02% |
| Audent Global Asset Management, LLC | 30,566 | $9,181,000 | 3.84% |
| Oakworth Capital, Inc. | 77,213 | $23,192,000 | 1.97% |
| ETFIDEA, LLC | 16,208 | $4,868,482 | 1.96% |
| HC Advisors, LLC | 10,510 | $3,157,000 | 1.94% |
| Dentgroup LLC | 5,420 | $1,628,000 | 1.54% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,738 | $2,625,000 | 1.45% |
| My Personal CFO, LLC | 4,950 | $1,487,000 | 1.30% |