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 2014 | $3,365,000 | -35.8% | 23,345 | -40.2% | 1.99% | -28.3% |
| Q3 2014 | $5,245,000 | +7.9% | 39,039 | +3.0% | 2.77% | +10.7% |
| Q2 2014 | $4,861,000 | +1.2% | 37,916 | -2.9% | 2.50% | -4.0% |
| Q1 2014 | $4,803,000 | -13.1% | 39,039 | -17.7% | 2.61% | -7.6% |
| Q4 2013 | $5,528,000 | +2.9% | 47,458 | -5.6% | 2.82% | -21.4% |
| Q3 2013 | $5,373,000 | -12.1% | 50,256 | -17.6% | 3.59% | -2.6% |
| Q2 2013 | $6,110,000 | – | 60,981 | – | 3.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 34,434 | $8,712,000 | 6.88% |
| Kalos Management, Inc. | 7,330 | $1,924,000 | 4.75% |
| First Citizens Financial Corp | 18,196 | $4,604,000 | 4.53% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 21,003 | $5,314,000 | 3.34% |
| Goodwin Investment Advisory | 15,618 | $3,951,000 | 2.99% |
| ETFIDEA, LLC | 19,832 | $5,017,568 | 2.59% |
| Oakworth Capital, Inc. | 82,156 | $20,785,000 | 2.30% |
| HC Advisors, LLC | 12,493 | $3,161,000 | 2.18% |
| Wealth Enhancement & Preservation of GA, LLC | 5,107 | $1,292,000 | 2.07% |
| HWG Holdings LP | 9,381 | $2,373,000 | 1.70% |