ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 457 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $368,238 | -19.2% | 1,363 | -16.2% | 0.01% | -12.5% |
| Q2 2023 | $455,828 | +52.7% | 1,626 | +48.8% | 0.01% | -33.3% |
| Q1 2023 | $298,588 | -3.8% | 1,093 | -0.1% | 0.01% | -7.7% |
| Q4 2022 | $310,308 | +12.0% | 1,094 | 0.0% | 0.01% | -7.1% |
| Q3 2022 | $277,000 | -5.8% | 1,094 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $294,000 | -7.5% | 1,094 | -0.5% | 0.01% | 0.0% |
| Q1 2022 | $318,000 | -3.3% | 1,100 | +0.5% | 0.01% | +7.7% |
| Q4 2021 | $329,000 | +8.9% | 1,094 | 0.0% | 0.01% | -18.8% |
| Q3 2021 | $302,000 | +0.7% | 1,094 | -0.5% | 0.02% | 0.0% |
| Q2 2021 | $300,000 | -22.1% | 1,100 | -27.9% | 0.02% | -36.0% |
| Q1 2021 | $385,000 | +43.1% | 1,526 | +39.5% | 0.02% | +19.0% |
| Q4 2020 | $269,000 | +8.0% | 1,094 | 0.0% | 0.02% | -43.2% |
| Q3 2020 | $249,000 | +5.5% | 1,094 | 0.0% | 0.04% | -2.6% |
| Q2 2020 | $236,000 | +15.1% | 1,094 | 0.0% | 0.04% | -11.6% |
| Q1 2020 | $205,000 | -24.6% | 1,094 | -13.4% | 0.04% | 0.0% |
| Q4 2019 | $272,000 | +13.8% | 1,263 | 0.0% | 0.04% | +7.5% |
| Q3 2019 | $239,000 | -10.2% | 1,263 | -7.3% | 0.04% | -18.4% |
| Q2 2019 | $266,000 | +0.8% | 1,363 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $264,000 | +5.6% | 1,363 | -1.4% | 0.05% | 0.0% |
| Q4 2018 | $250,000 | -10.7% | 1,382 | 0.0% | 0.05% | -14.0% |
| Q3 2018 | $280,000 | +13.8% | 1,382 | +0.1% | 0.06% | +9.6% |
| Q2 2018 | $246,000 | +3.4% | 1,381 | 0.0% | 0.05% | +6.1% |
| Q1 2018 | $238,000 | -1.2% | 1,381 | 0.0% | 0.05% | -5.8% |
| Q4 2017 | $241,000 | +1.7% | 1,381 | 0.0% | 0.05% | -1.9% |
| Q3 2017 | $237,000 | +2.6% | 1,381 | -0.8% | 0.05% | -5.4% |
| Q2 2017 | $231,000 | +6.5% | 1,392 | +0.1% | 0.06% | +3.7% |
| Q1 2017 | $217,000 | +2.8% | 1,391 | -5.1% | 0.05% | -23.9% |
| Q4 2016 | $211,000 | -17.6% | 1,466 | -14.1% | 0.07% | -17.4% |
| Q3 2016 | $256,000 | +18.0% | 1,707 | +16.7% | 0.09% | +13.2% |
| Q2 2016 | $217,000 | -21.4% | 1,463 | -25.4% | 0.08% | -20.8% |
| Q1 2016 | $276,000 | – | 1,962 | – | 0.10% | – |
Download | ||||||
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% |