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 | $893,906 | -3.3% | 3,310 | +0.3% | 0.14% | +3.8% |
| Q2 2023 | $924,806 | -76.6% | 3,300 | -77.2% | 0.13% | -78.2% |
| Q1 2023 | $3,954,894 | -2.6% | 14,484 | +1.2% | 0.60% | -5.4% |
| Q4 2022 | $4,061,926 | +13.6% | 14,317 | +1.3% | 0.63% | +6.2% |
| Q3 2022 | $3,576,000 | -0.5% | 14,136 | +5.8% | 0.60% | +1.7% |
| Q2 2022 | $3,593,000 | -7.0% | 13,361 | -0.1% | 0.59% | +8.9% |
| Q1 2022 | $3,862,000 | +317.1% | 13,372 | +333.9% | 0.54% | +334.7% |
| Q4 2021 | $926,000 | +7.5% | 3,082 | -1.3% | 0.12% | -3.9% |
| Q3 2021 | $861,000 | – | 3,122 | – | 0.13% | – |
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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% |