ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 476 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $985,000 | -6.5% | 3,895 | -0.5% | 0.22% | +4.7% |
| Q2 2022 | $1,053,000 | -6.8% | 3,915 | +0.0% | 0.22% | +0.9% |
| Q1 2022 | $1,130,000 | -5.8% | 3,914 | -2.0% | 0.21% | +25.3% |
| Q4 2021 | $1,199,000 | +8.9% | 3,992 | +0.0% | 0.17% | +17.2% |
| Q3 2021 | $1,101,000 | +1.7% | 3,991 | +0.6% | 0.14% | +5.8% |
| Q2 2021 | $1,083,000 | -4.9% | 3,969 | -12.1% | 0.14% | -9.3% |
| Q1 2021 | $1,139,000 | +0.4% | 4,514 | -2.1% | 0.15% | -3.8% |
| Q4 2020 | $1,134,000 | -12.9% | 4,612 | -19.6% | 0.16% | -19.9% |
| Q3 2020 | $1,302,000 | +5.1% | 5,733 | -0.2% | 0.20% | -3.0% |
| Q2 2020 | $1,239,000 | +14.8% | 5,747 | 0.0% | 0.20% | +0.5% |
| Q1 2020 | $1,079,000 | -13.0% | 5,747 | 0.0% | 0.20% | +9.2% |
| Q4 2019 | $1,240,000 | +14.2% | 5,747 | +0.0% | 0.18% | +15.0% |
| Q3 2019 | $1,086,000 | -5.6% | 5,746 | -2.5% | 0.16% | +3.9% |
| Q2 2019 | $1,151,000 | +0.8% | 5,892 | +0.0% | 0.15% | +0.7% |
| Q1 2019 | $1,142,000 | +7.3% | 5,891 | +0.1% | 0.15% | -6.1% |
| Q4 2018 | $1,064,000 | -12.2% | 5,887 | -1.5% | 0.16% | +1.2% |
| Q3 2018 | $1,212,000 | +13.9% | 5,975 | +0.0% | 0.16% | 0.0% |
| Q2 2018 | $1,064,000 | +2.8% | 5,974 | -0.3% | 0.16% | +2.5% |
| Q1 2018 | $1,035,000 | -12.0% | 5,994 | -11.2% | 0.16% | -9.8% |
| Q4 2017 | $1,176,000 | +0.3% | 6,749 | -1.1% | 0.17% | -14.7% |
| Q3 2017 | $1,173,000 | -4.2% | 6,827 | -7.3% | 0.20% | +1.5% |
| Q2 2017 | $1,224,000 | -2.5% | 7,362 | -8.7% | 0.20% | -12.6% |
| Q1 2017 | $1,256,000 | +9.3% | 8,064 | +1.1% | 0.23% | -5.3% |
| Q4 2016 | $1,149,000 | -4.1% | 7,974 | 0.0% | 0.24% | -4.7% |
| Q3 2016 | $1,198,000 | +1.0% | 7,974 | -0.3% | 0.26% | -3.4% |
| Q2 2016 | $1,186,000 | +5.8% | 7,994 | +0.2% | 0.26% | +4.3% |
| Q1 2016 | $1,121,000 | -8.4% | 7,978 | -2.3% | 0.25% | -7.3% |
| Q4 2015 | $1,224,000 | -20.5% | 8,162 | -25.8% | 0.27% | -34.1% |
| Q3 2015 | $1,539,000 | -14.0% | 10,999 | -2.5% | 0.41% | -7.6% |
| Q2 2015 | $1,790,000 | 0.0% | 11,279 | -2.7% | 0.45% | -5.3% |
| Q1 2015 | $1,790,000 | -1.1% | 11,597 | -7.6% | 0.47% | -3.3% |
| Q4 2014 | $1,810,000 | +6.5% | 12,557 | -0.7% | 0.49% | +1.9% |
| Q3 2014 | $1,699,000 | -9.5% | 12,644 | -13.6% | 0.48% | +35.6% |
| Q2 2014 | $1,877,000 | +2.4% | 14,641 | -1.7% | 0.35% | -34.8% |
| Q1 2014 | $1,833,000 | +8.9% | 14,897 | +3.1% | 0.54% | +26.3% |
| Q4 2013 | $1,683,000 | – | 14,448 | – | 0.43% | – |
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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% |