ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 376 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,574 | -1.5% | 776 | +2.2% | 0.04% | 0.0% |
| Q2 2023 | $212,712 | +2.6% | 759 | 0.0% | 0.04% | -2.6% |
| Q1 2023 | $207,253 | -7.9% | 759 | -14.5% | 0.04% | -29.6% |
| Q3 2022 | $225,000 | -5.9% | 888 | 0.0% | 0.05% | +5.9% |
| Q2 2022 | $239,000 | -14.0% | 888 | -7.6% | 0.05% | -3.8% |
| Q1 2022 | $278,000 | 0.0% | 961 | +3.8% | 0.05% | +1.9% |
| Q4 2021 | $278,000 | +10.8% | 926 | +1.9% | 0.05% | +2.0% |
| Q3 2021 | $251,000 | +5.9% | 909 | +4.8% | 0.05% | +2.0% |
| Q2 2021 | $237,000 | +8.2% | 867 | 0.0% | 0.05% | +2.0% |
| Q1 2021 | $219,000 | +2.8% | 867 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $213,000 | – | 867 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,665 | $13,116,000 | 5.81% |
| Sowa Financial Group, Inc. | 33,003 | $9,913,000 | 5.80% |
| First Citizens Financial Corp | 18,297 | $5,496,000 | 4.02% |
| Audent Global Asset Management, LLC | 30,566 | $9,181,000 | 3.84% |
| Oakworth Capital, Inc. | 77,213 | $23,192,000 | 1.97% |
| ETFIDEA, LLC | 16,208 | $4,868,482 | 1.96% |
| HC Advisors, LLC | 10,510 | $3,157,000 | 1.94% |
| Dentgroup LLC | 5,420 | $1,628,000 | 1.54% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,738 | $2,625,000 | 1.45% |
| My Personal CFO, LLC | 4,950 | $1,487,000 | 1.30% |