ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 471 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,033,319 | -24.1% | 16,865 | -23.4% | 0.81% | +2.0% |
| Q1 2024 | $1,362,110 | +7.8% | 22,005 | +398.6% | 0.79% | -9.6% |
| Q4 2023 | $1,263,177 | -3.0% | 4,413 | -8.5% | 0.88% | -10.0% |
| 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 ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 275,932 | $16,906,349 | 8.08% |
| Perbak Capital Partners LLP | 427,851 | $26,214,431 | 7.75% |
| Sowa Financial Group, Inc. | 108,907 | $6,673 | 5.05% |
| Bellwether Advisors, LLC | 376,352 | $23,059,075 | 4.84% |
| First Citizens Financial Corp | 110,781 | $6,787,552 | 4.02% |
| HC Advisors, LLC | 61,400 | $3,761,984 | 3.47% |
| Audent Global Asset Management, LLC | 40,479 | $2,480,168 | 2.58% |
| Sheridan Capital Management, LLC | 56,655 | $3,453,708 | 2.57% |
| ETFIDEA, LLC | 97,358 | $5,965,126 | 2.02% |
| Oakworth Capital, Inc. | 393,851 | $24,131,192 | 1.76% |