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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5 | -81.5% | 18 | -82.0% | 0.00% | – |
| Q1 2023 | $27 | -99.9% | 100 | 0.0% | 0.00% | – |
| Q3 2022 | $25,000 | -95.1% | 100 | -94.7% | 0.00% | -100.0% |
| Q2 2022 | $510,000 | +93.9% | 1,900 | +116.9% | 0.00% | – |
| Q4 2021 | $263,000 | +1778.6% | 876 | +1410.3% | 0.00% | – |
| Q4 2020 | $14,000 | -71.4% | 58 | -78.0% | 0.00% | – |
| Q3 2019 | $49,000 | -59.2% | 264 | -57.6% | 0.00% | – |
| Q1 2019 | $120,000 | +566.7% | 623 | +523.0% | 0.00% | – |
| Q4 2018 | $18,000 | -90.1% | 100 | -90.3% | 0.00% | -100.0% |
| Q2 2018 | $182,000 | +133.3% | 1,027 | +85.0% | 0.00% | -83.3% |
| Q1 2016 | $78,000 | +500.0% | 555 | +455.0% | 0.01% | +500.0% |
| Q3 2015 | $13,000 | – | 100 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 34,434 | $8,712,000 | 6.88% |
| Kalos Management, Inc. | 7,330 | $1,924,000 | 4.75% |
| First Citizens Financial Corp | 18,196 | $4,604,000 | 4.53% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 21,003 | $5,314,000 | 3.34% |
| Goodwin Investment Advisory | 15,618 | $3,951,000 | 2.99% |
| ETFIDEA, LLC | 19,832 | $5,017,568 | 2.59% |
| Oakworth Capital, Inc. | 82,156 | $20,785,000 | 2.30% |
| HC Advisors, LLC | 12,493 | $3,161,000 | 2.18% |
| Wealth Enhancement & Preservation of GA, LLC | 5,107 | $1,292,000 | 2.07% |
| HWG Holdings LP | 9,381 | $2,373,000 | 1.70% |