ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,302,007 | -4.9% | 4,821 | -1.4% | 0.97% | -11.2% |
| Q2 2023 | $1,369,593 | +12.9% | 4,887 | +10.0% | 1.10% | -3.9% |
| Q1 2023 | $1,213,206 | +13.4% | 4,443 | +17.8% | 1.14% | -38.4% |
| Q4 2022 | $1,069,870 | +32.7% | 3,771 | +18.4% | 1.85% | +70.8% |
| Q3 2022 | $806,000 | +20.5% | 3,184 | -18.2% | 1.08% | +146.0% |
| Q3 2017 | $669,000 | +14.4% | 3,891 | +10.5% | 0.44% | +10.2% |
| Q2 2017 | $585,000 | – | 3,520 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 35,618 | $10,105 | 7.55% |
| Kalos Management, Inc. | 7,342 | $2,082,999 | 4.69% |
| First Citizens Financial Corp | 17,987 | $5,103 | 4.41% |
| Williams Financial, LLC | 15,683 | $4,449,424 | 3.86% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 20,558 | $5,832,597 | 3.48% |
| Alpha Wave Global, LP | 55,777 | $15,824,493 | 2.89% |
| MRA Advisory Group | 12,341 | $3,501,203 | 2.75% |
| ETFIDEA, LLC | 19,872 | $5,637,966 | 2.61% |
| HC Advisors, LLC | 12,558 | $3,562,830 | 2.43% |
| Oakworth Capital, Inc. | 81,701 | $23,179,122 | 2.22% |