ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 476 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,574 | -55.4% | 776 | -53.7% | 0.00% | -57.1% |
| Q2 2023 | $469,703 | +82.3% | 1,676 | +84.6% | 0.01% | +40.0% |
| Q1 2023 | $257,609 | 0.0% | 908 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $257,609 | +13.0% | 908 | +0.9% | 0.01% | 0.0% |
| Q3 2022 | $228,000 | -10.6% | 900 | -5.3% | 0.01% | 0.0% |
| Q2 2022 | $255,000 | -6.9% | 950 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $274,000 | -3.9% | 950 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $285,000 | +8.8% | 950 | 0.0% | 0.01% | +20.0% |
| Q3 2021 | $262,000 | +6.5% | 950 | +5.6% | 0.01% | -16.7% |
| Q2 2021 | $246,000 | +8.4% | 900 | 0.0% | 0.01% | -45.5% |
| Q1 2021 | $227,000 | – | 900 | – | 0.01% | – |
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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% |