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 2015 | $3,642,000 | +215.9% | 24,278 | +234.3% | 0.28% | +133.9% |
| Q2 2015 | $1,153,000 | +88.4% | 7,263 | +83.1% | 0.12% | +73.5% |
| Q1 2015 | $612,000 | +84.9% | 3,966 | +73.0% | 0.07% | +58.1% |
| Q4 2014 | $331,000 | +22.1% | 2,293 | +13.8% | 0.04% | -10.4% |
| Q3 2014 | $271,000 | -11.7% | 2,015 | -15.9% | 0.05% | -7.7% |
| Q2 2014 | $307,000 | +12.0% | 2,396 | +7.4% | 0.05% | -11.9% |
| Q1 2014 | $274,000 | +3.0% | 2,230 | -2.5% | 0.06% | -10.6% |
| Q4 2013 | $266,000 | -10.4% | 2,287 | -22.8% | 0.07% | -34.7% |
| Q2 2013 | $297,000 | +18.8% | 2,963 | +14.4% | 0.10% | +21.7% |
| Q1 2013 | $250,000 | – | 2,590 | – | 0.08% | – |
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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% |