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 | $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% | – |
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% |
HC Advisors, LLC | 11,130 | $3,071,000 | 2.02% |
Oakworth Capital, Inc. | 75,593 | $20,858,000 | 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% |