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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,060,044 | +1.7% | 11,330 | +5.5% | 0.08% | +2.5% |
| Q2 2023 | $3,008,930 | +9.8% | 10,737 | +7.0% | 0.08% | +5.3% |
| Q1 2023 | $2,740,003 | +125.3% | 10,034 | +134.1% | 0.08% | +105.4% |
| Q4 2022 | $1,216,233 | +39.5% | 4,287 | +24.4% | 0.04% | +19.4% |
| Q3 2022 | $872,000 | +4.3% | 3,447 | +10.9% | 0.03% | +6.9% |
| Q2 2022 | $836,000 | -17.1% | 3,107 | -11.1% | 0.03% | -3.3% |
| Q1 2022 | $1,009,000 | +13.5% | 3,495 | +18.1% | 0.03% | +15.4% |
| Q4 2021 | $889,000 | +17.7% | 2,960 | +8.1% | 0.03% | +8.3% |
| Q3 2021 | $755,000 | -3.5% | 2,739 | -4.5% | 0.02% | -4.0% |
| Q2 2021 | $782,000 | +16.5% | 2,867 | +7.8% | 0.02% | 0.0% |
| Q1 2021 | $671,000 | -2.0% | 2,660 | -4.5% | 0.02% | -7.4% |
| Q4 2020 | $685,000 | -3.0% | 2,786 | -10.3% | 0.03% | -18.2% |
| Q3 2020 | $706,000 | -3.8% | 3,107 | -8.7% | 0.03% | -17.5% |
| Q2 2020 | $734,000 | +16.3% | 3,402 | +1.2% | 0.04% | -2.4% |
| Q1 2020 | $631,000 | -4.1% | 3,361 | +10.2% | 0.04% | +17.1% |
| Q4 2019 | $658,000 | +81.8% | 3,049 | +64.4% | 0.04% | +59.1% |
| Q3 2019 | $362,000 | 0.0% | 1,855 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $362,000 | +80.1% | 1,855 | +79.2% | 0.02% | +57.1% |
| Q1 2019 | $201,000 | +9.8% | 1,035 | +2.5% | 0.01% | -12.5% |
| Q4 2018 | $183,000 | -2.7% | 1,010 | +9.2% | 0.02% | +14.3% |
| Q3 2018 | $188,000 | +8.0% | 925 | +0.5% | 0.01% | +7.7% |
| Q2 2018 | $174,000 | +9.4% | 920 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $159,000 | -0.6% | 920 | 0.0% | 0.01% | -7.1% |
| Q4 2017 | $160,000 | +1.3% | 920 | 0.0% | 0.01% | -22.2% |
| Q3 2017 | $158,000 | +3.3% | 920 | 0.0% | 0.02% | -10.0% |
| Q2 2017 | $153,000 | +5.5% | 920 | -1.1% | 0.02% | -4.8% |
| Q1 2017 | $145,000 | +42.2% | 930 | +36.6% | 0.02% | +10.5% |
| Q3 2016 | $102,000 | +1.0% | 681 | -0.1% | 0.02% | -17.4% |
| Q2 2016 | $101,000 | -19.2% | 682 | -23.0% | 0.02% | -32.4% |
| Q1 2016 | $125,000 | -53.7% | 886 | -50.8% | 0.03% | -60.9% |
| Q4 2015 | $270,000 | +136.8% | 1,801 | +121.0% | 0.09% | +155.9% |
| Q3 2015 | $114,000 | -79.4% | 815 | -76.4% | 0.03% | -79.1% |
| Q2 2015 | $554,000 | +70.5% | 3,458 | +62.7% | 0.16% | +81.1% |
| Q1 2015 | $325,000 | +198.2% | 2,126 | +191.2% | 0.09% | +164.7% |
| Q4 2014 | $109,000 | -83.2% | 730 | -84.8% | 0.03% | -85.7% |
| Q3 2014 | $647,000 | +23.5% | 4,815 | +17.8% | 0.24% | +6.8% |
| Q2 2014 | $524,000 | -21.6% | 4,088 | -24.7% | 0.22% | -35.5% |
| Q1 2014 | $668,000 | +61.0% | 5,429 | +52.4% | 0.34% | +65.4% |
| Q4 2013 | $415,000 | – | 3,562 | – | 0.21% | – |
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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% |