ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 483 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $249,920 | +3.5% | 4,079 | +4.6% | 0.04% | +5.7% |
| Q1 2024 | $241,410 | +11.6% | 3,900 | +415.9% | 0.04% | +2.9% |
| Q4 2023 | $216,397 | +3.3% | 756 | -2.6% | 0.03% | -8.1% |
| 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 ↓ |
|---|---|---|---|
| HT Partners LLC | 87,720 | $11,429,916,000 | 5.97% |
| LVZ, Inc. | 54,430 | $6,978,000 | 5.18% |
| Shamrock Asset Management LLC | 125,822 | $16,132,000 | 5.00% |
| Transamerica Financial Advisors, Inc. | 385,137 | $49,379,000 | 4.30% |
| Prospera Financial Services Inc | 122,622 | $15,721,000 | 4.25% |
| Quantitative Advantage, LLC | 103,973 | $13,330,000 | 3.10% |
| Arrow Investment Advisors, LLC | 132,650 | $17,007,000 | 3.07% |
| CINQUE PARTNERS LLC | 37,916 | $4,861,000 | 2.50% |
| Oakworth Capital, Inc. | 26,936 | $3,454,000 | 2.10% |
| Dorsey Wright & Associates | 132,650 | $17,007,000 | 2.00% |