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 | $252,990 | -4.9% | 951 | +0.2% | 0.01% | 0.0% |
| Q2 2023 | $266,098 | -1.4% | 949 | +0.1% | 0.01% | -12.5% |
| Q1 2023 | $270,006 | +4.4% | 948 | +2.4% | 0.02% | 0.0% |
| Q4 2022 | $258,531 | +1.8% | 926 | +0.1% | 0.02% | -11.1% |
| Q3 2022 | $254,000 | +10.4% | 925 | +11.9% | 0.02% | +5.9% |
| Q2 2022 | $230,000 | +4.1% | 827 | +0.1% | 0.02% | 0.0% |
| Q1 2022 | $221,000 | -1.8% | 826 | +0.1% | 0.02% | +6.2% |
| Q4 2021 | $225,000 | -5.1% | 825 | +0.1% | 0.02% | -5.9% |
| Q3 2021 | $237,000 | -48.9% | 824 | -49.9% | 0.02% | 0.0% |
| Q2 2021 | $464,000 | +110.9% | 1,646 | +100.2% | 0.02% | -5.6% |
| Q1 2021 | $220,000 | +4.8% | 822 | +0.1% | 0.02% | -10.0% |
| Q4 2020 | $210,000 | +183.8% | 821 | +105.2% | 0.02% | +81.8% |
| Q3 2018 | $74,000 | +4.2% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $71,000 | +2.9% | 400 | 0.0% | 0.01% | -8.3% |
| Q1 2018 | $69,000 | -1.4% | 400 | 0.0% | 0.01% | +9.1% |
| Q4 2017 | $70,000 | +1.4% | 400 | 0.0% | 0.01% | -8.3% |
| Q3 2017 | $69,000 | +19.0% | 400 | 0.0% | 0.01% | -20.0% |
| Q2 2017 | $58,000 | -6.5% | 400 | 0.0% | 0.02% | -16.7% |
| Q1 2017 | $62,000 | – | 400 | – | 0.02% | – |
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% |