ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 412 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.03 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 ↓ |
|---|---|---|---|
| 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% |