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 | $21,275,810 | -7.2% | 78,780 | -3.7% | 1.93% | -0.7% |
| Q2 2023 | $22,924,149 | +2.4% | 81,799 | -0.2% | 1.95% | -2.7% |
| Q1 2023 | $22,387,351 | -3.4% | 81,988 | +0.4% | 2.00% | -10.0% |
| Q4 2022 | $23,179,122 | +11.5% | 81,701 | -0.6% | 2.22% | -3.3% |
| Q3 2022 | $20,785,000 | -5.9% | 82,156 | +0.0% | 2.30% | +3.5% |
| Q2 2022 | $22,084,000 | -5.9% | 82,123 | +1.1% | 2.22% | +9.9% |
| Q1 2022 | $23,458,000 | +1.1% | 81,231 | +5.2% | 2.02% | +2.5% |
| Q4 2021 | $23,192,000 | +11.2% | 77,213 | +2.1% | 1.97% | -2.1% |
| Q3 2021 | $20,858,000 | -5.2% | 75,593 | -6.3% | 2.02% | -8.1% |
| Q2 2021 | $22,001,000 | -7.6% | 80,635 | -14.5% | 2.19% | -18.9% |
| Q1 2021 | $23,812,000 | +0.9% | 94,327 | -1.7% | 2.70% | -11.5% |
| Q4 2020 | $23,589,000 | +19.2% | 95,927 | +10.1% | 3.06% | -4.8% |
| Q3 2020 | $19,792,000 | +9.7% | 87,116 | +4.1% | 3.21% | -1.0% |
| Q2 2020 | $18,043,000 | +16.7% | 83,670 | +1.7% | 3.24% | -10.7% |
| Q1 2020 | $15,457,000 | -9.1% | 82,307 | +4.8% | 3.63% | +21.6% |
| Q4 2019 | $17,012,000 | +27.8% | 78,545 | +11.6% | 2.99% | +15.7% |
| Q3 2019 | $13,308,000 | -0.2% | 70,394 | +3.1% | 2.58% | +1.5% |
| Q2 2019 | $13,338,000 | +5.6% | 68,305 | +4.8% | 2.54% | -1.7% |
| Q1 2019 | $12,629,000 | +4.0% | 65,171 | -3.0% | 2.59% | -6.6% |
| Q4 2018 | $12,148,000 | +46.7% | 67,190 | +64.6% | 2.77% | +67.1% |
| Q3 2018 | $8,282,000 | +15.3% | 40,820 | +1.3% | 1.66% | +11.1% |
| Q2 2018 | $7,183,000 | +2.9% | 40,313 | +0.4% | 1.49% | -10.6% |
| Q1 2018 | $6,983,000 | +2.8% | 40,142 | +4.0% | 1.67% | +4.4% |
| Q4 2017 | $6,790,000 | +15.7% | 38,611 | +12.4% | 1.60% | +6.0% |
| Q3 2017 | $5,867,000 | +4.9% | 34,345 | +2.1% | 1.51% | -1.6% |
| Q2 2017 | $5,591,000 | +11.9% | 33,632 | +4.8% | 1.53% | +5.9% |
| Q1 2017 | $4,995,000 | +26.0% | 32,084 | +16.3% | 1.45% | +10.9% |
| Q4 2016 | $3,965,000 | -2.0% | 27,595 | +2.4% | 1.30% | -7.0% |
| Q3 2016 | $4,046,000 | +15.4% | 26,937 | +13.7% | 1.40% | +6.9% |
| Q2 2016 | $3,506,000 | +10.0% | 23,684 | +4.4% | 1.31% | +3.1% |
| Q1 2016 | $3,187,000 | -29.8% | 22,675 | -25.1% | 1.27% | -32.6% |
| Q4 2015 | $4,541,000 | +9.7% | 30,270 | +2.3% | 1.89% | -13.3% |
| Q3 2015 | $4,139,000 | -13.7% | 29,582 | +0.6% | 2.18% | -4.1% |
| Q2 2015 | $4,798,000 | +9.8% | 29,410 | +2.0% | 2.27% | +12.5% |
| Q1 2015 | $4,371,000 | +9.2% | 28,835 | +3.9% | 2.02% | -2.5% |
| Q4 2014 | $4,002,000 | +8.4% | 27,764 | +1.2% | 2.07% | -4.4% |
| Q3 2014 | $3,692,000 | +6.9% | 27,430 | +1.8% | 2.17% | +3.2% |
| Q2 2014 | $3,454,000 | +7.8% | 26,936 | +3.4% | 2.10% | +0.1% |
| Q1 2014 | $3,205,000 | +7.6% | 26,057 | +1.8% | 2.10% | -0.4% |
| Q4 2013 | $2,980,000 | – | 25,589 | – | 2.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 32,393 | $8,938,000 | 5.80% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,437 | $11,985,000 | 5.64% |
| First Citizens Financial Corp | 18,623 | $5,138,000 | 4.10% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 2.02% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 2.02% |
| PGIM Custom Harvest LLC | 39,677 | $10,948,000 | 1.66% |
| TrueWealth Advisors, LLC | 9,506 | $2,623,000 | 1.48% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,347 | $2,303,000 | 1.38% |
| PETTYJOHN, WOOD & WHITE, INC | 20,138 | $5,556,000 | 1.23% |
| AUA CAPITAL MANAGEMENT, LLC | 6,330 | $1,747,000 | 1.11% |