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 | $28 | -3.4% | 100 | -50.0% | 0.00% | +100.0% |
| Q4 2022 | $29 | – | 200 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | – | 200 | +100.0% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 100 | -90.0% | 0.00% | – |
| Q3 2020 | $7,000 | -46.2% | 1,000 | -63.0% | 0.00% | -100.0% |
| Q2 2020 | $13,000 | -45.8% | 2,700 | -35.7% | 0.00% | 0.0% |
| Q1 2020 | $24,000 | +380.0% | 4,200 | +31.2% | 0.00% | – |
| Q4 2019 | $5,000 | – | 3,200 | +220.0% | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 1,000 | +478.0% | 0.00% | -100.0% |
| Q1 2018 | $12,000 | 0.0% | 173 | -89.0% | 0.00% | – |
| Q4 2017 | $12,000 | -76.9% | 1,573 | -64.8% | 0.00% | -100.0% |
| Q3 2017 | $52,000 | -14.8% | 4,473 | +98.6% | 0.00% | 0.0% |
| Q2 2017 | $61,000 | +7.0% | 2,252 | -82.7% | 0.00% | 0.0% |
| Q1 2017 | $57,000 | +5600.0% | 13,000 | +400.0% | 0.00% | – |
| Q4 2016 | $1,000 | -99.6% | 2,600 | -46.6% | 0.00% | -100.0% |
| Q3 2016 | $283,000 | +13.2% | 4,868 | +75.9% | 0.01% | 0.0% |
| Q2 2016 | $250,000 | +6150.0% | 2,768 | +130.7% | 0.01% | – |
| Q1 2016 | $4,000 | – | 1,200 | +100.0% | 0.00% | – |
| Q4 2015 | $0 | – | 600 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 32,393 | $8,938,000 | 5.80% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,437 | $11,985,000 | 5.64% |
| First Citizens Financial Corp | 18,623 | $5,138,000 | 4.10% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 2.02% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 2.02% |
| PGIM Custom Harvest LLC | 39,677 | $10,948,000 | 1.66% |
| TrueWealth Advisors, LLC | 9,506 | $2,623,000 | 1.48% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,347 | $2,303,000 | 1.38% |
| PETTYJOHN, WOOD & WHITE, INC | 20,138 | $5,556,000 | 1.23% |
| AUA CAPITAL MANAGEMENT, LLC | 6,330 | $1,747,000 | 1.11% |