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 | $227,053 | +3.3% | 845 | +4.6% | 0.01% | +25.0% |
| Q2 2023 | $219,800 | -15.1% | 808 | -11.6% | 0.00% | -20.0% |
| Q1 2023 | $258,904 | -33.5% | 914 | -33.4% | 0.01% | -37.5% |
| Q4 2022 | $389,180 | -87.4% | 1,372 | -88.7% | 0.01% | -88.7% |
| Q3 2022 | $3,082,000 | +55.5% | 12,104 | +68.0% | 0.07% | +61.4% |
| Q2 2022 | $1,982,000 | +179.2% | 7,206 | +198.6% | 0.04% | +214.3% |
| Q1 2022 | $710,000 | -94.5% | 2,413 | -94.6% | 0.01% | -93.7% |
| Q4 2021 | $12,809,000 | +21.3% | 44,974 | +16.0% | 0.22% | +16.3% |
| Q3 2021 | $10,556,000 | +55457.9% | 38,768 | +28617.0% | 0.19% | +6233.3% |
| Q3 2015 | $19,000 | -70.8% | 135 | -67.1% | 0.00% | -62.5% |
| Q2 2015 | $65,000 | -98.6% | 410 | -98.8% | 0.01% | -99.1% |
| Q3 2014 | $4,644,000 | +83.3% | 34,566 | +74.9% | 0.87% | +68.9% |
| Q2 2014 | $2,534,000 | +45.3% | 19,764 | +39.4% | 0.52% | +17.0% |
| Q1 2014 | $1,744,000 | +473.7% | 14,175 | +443.5% | 0.44% | +408.0% |
| Q4 2013 | $304,000 | – | 2,608 | – | 0.09% | – |
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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% |