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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $981 | +10.2% | 3,425 | +4.3% | 0.02% | 0.0% |
| Q3 2023 | $890 | -3.3% | 3,283 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $920 | -2.7% | 3,283 | -5.2% | 0.02% | -11.1% |
| Q1 2023 | $946 | -8.4% | 3,464 | -4.8% | 0.02% | -14.3% |
| Q4 2022 | $1,033 | -99.9% | 3,640 | 0.0% | 0.02% | +5.0% |
| Q3 2022 | $921,000 | -5.9% | 3,640 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $979,000 | -6.9% | 3,640 | 0.0% | 0.02% | +11.1% |
| Q1 2022 | $1,051,000 | +2.4% | 3,640 | +6.6% | 0.02% | +5.9% |
| Q4 2021 | $1,026,000 | +10.8% | 3,415 | +1.8% | 0.02% | -5.6% |
| Q3 2021 | $926,000 | +1.2% | 3,355 | 0.0% | 0.02% | +5.9% |
| Q2 2021 | $915,000 | +14.9% | 3,355 | +6.3% | 0.02% | +6.2% |
| Q1 2021 | $796,000 | +2.6% | 3,155 | 0.0% | 0.02% | -5.9% |
| Q4 2020 | $776,000 | +21.1% | 3,155 | +11.8% | 0.02% | +13.3% |
| Q3 2020 | $641,000 | +230.4% | 2,821 | +213.4% | 0.02% | +200.0% |
| Q2 2020 | $194,000 | +2.1% | 900 | -7.7% | 0.01% | -28.6% |
| Q2 2019 | $190,000 | -4.5% | 975 | -4.9% | 0.01% | -12.5% |
| Q1 2019 | $199,000 | +7.6% | 1,025 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $185,000 | +21.7% | 1,025 | +36.7% | 0.01% | +33.3% |
| Q3 2018 | $152,000 | +186.8% | 750 | +150.0% | 0.01% | +200.0% |
| Q2 2018 | $53,000 | – | 300 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 46,794 | $11,507,000 | 7.35% |
| Sowa Financial Group, Inc. | 30,388 | $7,473,000 | 5.03% |
| First Citizens Financial Corp | 19,195 | $4,672,000 | 4.07% |
| JGP Wealth Management, LLC | 58,474 | $14,776,000 | 3.42% |
| Oakworth Capital, Inc. | 95,927 | $23,589,000 | 3.06% |
| HC Advisors, LLC | 12,738 | $3,132,000 | 2.14% |
| Cadent Capital Advisors, LLC | 16,091 | $3,957,000 | 1.95% |
| Kesler, Norman & Wride, LLC | 28,270 | $6,952,000 | 1.94% |
| PETTYJOHN, WOOD & WHITE, INC | 22,458 | $5,523,000 | 1.41% |
| Mine & Arao Wealth Creation & Management, LLC. | 7,900 | $1,943,000 | 1.40% |