ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 464 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $294,709 | +25.0% | 4,810 | +26.2% | 0.05% | +9.1% |
| Q1 2024 | $235,839 | +8.1% | 3,810 | +400.0% | 0.04% | 0.0% |
| Q4 2023 | $218,115 | -40.4% | 762 | -43.8% | 0.04% | -47.0% |
| Q3 2023 | $366,215 | -3.6% | 1,356 | 0.0% | 0.08% | -4.6% |
| Q2 2023 | $380,022 | +2.6% | 1,356 | 0.0% | 0.09% | -7.4% |
| Q1 2023 | $370,269 | -3.8% | 1,356 | 0.0% | 0.09% | -24.8% |
| Q4 2022 | $384,711 | +12.2% | 1,356 | 0.0% | 0.12% | +7.8% |
| Q3 2022 | $343,000 | – | 1,356 | – | 0.12% | – |
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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% |