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 2015 | $47,324,000 | -40.3% | 298,159 | -49.5% | 3.06% | +63.1% |
| Q3 2014 | $79,282,000 | +16.6% | 590,115 | +11.3% | 1.88% | +9.5% |
| Q2 2014 | $67,990,000 | -36.0% | 530,302 | -38.6% | 1.71% | -43.7% |
| Q1 2014 | $106,271,000 | +51.9% | 863,784 | +43.8% | 3.04% | +28.8% |
| Q4 2013 | $69,969,000 | +210.9% | 600,643 | +185.4% | 2.36% | -22.9% |
| Q3 2013 | $22,503,000 | – | 210,464 | – | 3.06% | – |
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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% |