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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $712,273 | -5.3% | 2,637 | -1.8% | 0.17% | -4.5% |
| Q2 2023 | $752,252 | -1.3% | 2,684 | -3.8% | 0.18% | -4.8% |
| Q1 2023 | $762,166 | -16.7% | 2,791 | -13.4% | 0.19% | -40.3% |
| Q4 2022 | $914,669 | +5.4% | 3,223 | -6.1% | 0.31% | +6.8% |
| Q3 2022 | $868,000 | +18.1% | 3,434 | +25.6% | 0.29% | +19.1% |
| Q2 2022 | $735,000 | -9.0% | 2,733 | -2.4% | 0.25% | +9.8% |
| Q1 2022 | $808,000 | +7245.5% | 2,801 | +7082.1% | 0.22% | +7366.7% |
| Q4 2021 | $11,000 | -62.1% | 39 | -81.5% | 0.00% | -78.6% |
| Q3 2015 | $29,000 | -12.1% | 211 | 0.0% | 0.01% | -6.7% |
| Q2 2015 | $33,000 | 0.0% | 211 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $33,000 | – | 211 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,665 | $13,116,000 | 5.81% |
| Sowa Financial Group, Inc. | 33,003 | $9,913,000 | 5.80% |
| First Citizens Financial Corp | 18,297 | $5,496,000 | 4.02% |
| Audent Global Asset Management, LLC | 30,566 | $9,181,000 | 3.84% |
| Oakworth Capital, Inc. | 77,213 | $23,192,000 | 1.97% |
| ETFIDEA, LLC | 16,208 | $4,868,482 | 1.96% |
| HC Advisors, LLC | 10,510 | $3,157,000 | 1.94% |
| Dentgroup LLC | 5,420 | $1,628,000 | 1.54% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,738 | $2,625,000 | 1.45% |
| My Personal CFO, LLC | 4,950 | $1,487,000 | 1.30% |