ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 475 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.10 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 ↓ |
|---|---|---|---|
| HT Partners LLC | 87,720 | $11,429,916,000 | 5.97% |
| LVZ, Inc. | 54,430 | $6,978,000 | 5.18% |
| Shamrock Asset Management LLC | 125,822 | $16,132,000 | 5.00% |
| Transamerica Financial Advisors, Inc. | 385,137 | $49,379,000 | 4.30% |
| Prospera Financial Services Inc | 122,622 | $15,721,000 | 4.25% |
| Quantitative Advantage, LLC | 103,973 | $13,330,000 | 3.10% |
| Arrow Investment Advisors, LLC | 132,650 | $17,007,000 | 3.07% |
| CINQUE PARTNERS LLC | 37,916 | $4,861,000 | 2.50% |
| Oakworth Capital, Inc. | 26,936 | $3,454,000 | 2.10% |
| Dorsey Wright & Associates | 132,650 | $17,007,000 | 2.00% |