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 | $216 | -0.5% | 800 | +3.2% | 0.00% | 0.0% |
| Q2 2023 | $217 | +0.5% | 775 | -1.9% | 0.00% | 0.0% |
| Q1 2023 | $216 | -3.6% | 790 | 0.0% | 0.00% | -50.0% |
| Q4 2022 | $224 | -99.9% | 790 | -15.1% | 0.00% | 0.0% |
| Q3 2022 | $235,000 | -20.9% | 930 | -15.8% | 0.00% | 0.0% |
| Q2 2022 | $297,000 | -6.9% | 1,105 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $319,000 | -49.8% | 1,105 | -47.7% | 0.00% | -33.3% |
| Q4 2021 | $635,000 | -61.3% | 2,114 | -64.4% | 0.00% | -70.0% |
| Q3 2021 | $1,639,000 | +0.9% | 5,941 | -0.2% | 0.01% | 0.0% |
| Q2 2021 | $1,624,000 | +8.3% | 5,952 | +0.3% | 0.01% | -9.1% |
| Q1 2021 | $1,499,000 | -8.8% | 5,937 | -11.1% | 0.01% | -15.4% |
| Q4 2020 | $1,643,000 | +26.7% | 6,681 | +17.0% | 0.01% | 0.0% |
| Q3 2020 | $1,297,000 | +5.4% | 5,710 | 0.0% | 0.01% | -7.1% |
| Q2 2020 | $1,231,000 | +14.8% | 5,710 | 0.0% | 0.01% | -44.0% |
| Q1 2020 | $1,072,000 | – | 5,710 | – | 0.02% | – |
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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% |