ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 471 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $24,202 | +7.0% | 395 | +400.0% | 0.01% | -10.0% |
| Q4 2023 | $22,613 | -5.9% | 79 | -11.2% | 0.01% | -23.1% |
| Q3 2023 | $24,036 | +125.7% | 89 | +134.2% | 0.01% | +160.0% |
| Q2 2023 | $10,650 | -97.6% | 38 | -97.7% | 0.01% | -98.0% |
| Q1 2023 | $444,815 | +18055.7% | 1,629 | -81.1% | 0.25% | -84.0% |
| Q4 2022 | $2,450 | -99.9% | 8,636 | -7.9% | 1.59% | -6.5% |
| Q3 2022 | $2,373,000 | -22.5% | 9,381 | -11.5% | 1.70% | +11.8% |
| Q1 2022 | $3,061,000 | – | 10,600 | – | 1.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 275,932 | $16,906,349 | 8.08% |
| Perbak Capital Partners LLP | 427,851 | $26,214,431 | 7.75% |
| Sowa Financial Group, Inc. | 108,907 | $6,673 | 5.05% |
| Bellwether Advisors, LLC | 376,352 | $23,059,075 | 4.84% |
| First Citizens Financial Corp | 110,781 | $6,787,552 | 4.02% |
| HC Advisors, LLC | 61,400 | $3,761,984 | 3.47% |
| Audent Global Asset Management, LLC | 40,479 | $2,480,168 | 2.58% |
| Sheridan Capital Management, LLC | 56,655 | $3,453,708 | 2.57% |
| ETFIDEA, LLC | 97,358 | $5,965,126 | 2.02% |
| Oakworth Capital, Inc. | 393,851 | $24,131,192 | 1.76% |