ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 454 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $562,267 | -5.9% | 2,082 | -2.3% | 0.04% | -5.0% |
| Q2 2023 | $597,624 | +2.6% | 2,132 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $582,205 | -9.2% | 2,132 | -5.7% | 0.04% | -11.1% |
| Q4 2022 | $641,397 | +15.8% | 2,261 | +3.3% | 0.04% | +7.1% |
| Q3 2022 | $554,000 | -4.5% | 2,189 | +1.5% | 0.04% | 0.0% |
| Q2 2022 | $580,000 | -6.9% | 2,156 | 0.0% | 0.04% | +10.5% |
| Q1 2022 | $623,000 | -3.4% | 2,156 | +0.4% | 0.04% | -5.0% |
| Q4 2021 | $645,000 | +19.7% | 2,148 | +10.0% | 0.04% | +17.6% |
| Q3 2021 | $539,000 | -1.3% | 1,952 | -2.5% | 0.03% | -10.5% |
| Q2 2021 | $546,000 | +7.7% | 2,002 | +0.3% | 0.04% | -2.6% |
| Q1 2021 | $507,000 | -2.1% | 1,996 | -5.6% | 0.04% | -11.4% |
| Q4 2020 | $518,000 | +7.7% | 2,115 | 0.0% | 0.04% | -2.2% |
| Q3 2020 | $481,000 | +5.3% | 2,115 | 0.0% | 0.04% | -8.2% |
| Q2 2020 | $457,000 | +16.3% | 2,115 | +0.2% | 0.05% | -14.0% |
| Q1 2020 | $393,000 | +7.4% | 2,110 | +24.5% | 0.06% | +54.1% |
| Q4 2019 | $366,000 | +17.7% | 1,695 | +2.9% | 0.04% | +8.8% |
| Q3 2019 | $311,000 | -1.6% | 1,647 | +1.6% | 0.03% | -15.0% |
| Q2 2019 | $316,000 | +1.9% | 1,621 | +1.7% | 0.04% | -4.8% |
| Q1 2019 | $310,000 | -9.4% | 1,594 | -15.9% | 0.04% | -22.2% |
| Q4 2018 | $342,000 | -13.2% | 1,895 | -2.6% | 0.05% | +12.5% |
| Q3 2018 | $394,000 | +13.5% | 1,945 | 0.0% | 0.05% | +2.1% |
| Q2 2018 | $347,000 | +11.6% | 1,945 | +7.8% | 0.05% | +14.6% |
| Q1 2018 | $311,000 | -21.7% | 1,804 | -20.3% | 0.04% | -22.6% |
| Q4 2017 | $397,000 | -0.3% | 2,263 | -2.3% | 0.05% | -8.6% |
| Q3 2017 | $398,000 | -3.6% | 2,316 | -7.0% | 0.06% | -15.9% |
| Q2 2017 | $413,000 | +1.5% | 2,490 | -4.5% | 0.07% | 0.0% |
| Q1 2017 | $407,000 | +5.2% | 2,607 | -2.8% | 0.07% | +7.8% |
| Q4 2016 | $387,000 | -6.7% | 2,681 | -2.3% | 0.06% | -7.2% |
| Q3 2016 | $415,000 | +3.2% | 2,745 | +0.7% | 0.07% | -2.8% |
| Q2 2016 | $402,000 | +24.1% | 2,725 | +18.2% | 0.07% | +22.4% |
| Q1 2016 | $324,000 | -4.4% | 2,305 | +2.3% | 0.06% | -6.5% |
| Q4 2015 | $339,000 | +8.0% | 2,253 | 0.0% | 0.06% | +6.9% |
| Q3 2015 | $314,000 | -12.5% | 2,253 | 0.0% | 0.06% | 0.0% |
| Q2 2015 | $359,000 | +2.9% | 2,253 | +0.0% | 0.06% | 0.0% |
| Q1 2015 | $349,000 | -1.4% | 2,252 | -8.2% | 0.06% | -3.3% |
| Q4 2014 | $354,000 | +10.6% | 2,452 | +3.2% | 0.06% | +11.1% |
| Q3 2014 | $320,000 | -24.9% | 2,377 | -28.5% | 0.05% | -25.0% |
| Q2 2014 | $426,000 | +9.8% | 3,324 | +5.5% | 0.07% | -26.5% |
| Q1 2014 | $388,000 | – | 3,151 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 46,794 | $11,507,000 | 7.35% |
| Sowa Financial Group, Inc. | 30,388 | $7,473,000 | 5.03% |
| First Citizens Financial Corp | 19,195 | $4,672,000 | 4.07% |
| JGP Wealth Management, LLC | 58,474 | $14,776,000 | 3.42% |
| Oakworth Capital, Inc. | 95,927 | $23,589,000 | 3.06% |
| HC Advisors, LLC | 12,738 | $3,132,000 | 2.14% |
| Cadent Capital Advisors, LLC | 16,091 | $3,957,000 | 1.95% |
| Kesler, Norman & Wride, LLC | 28,270 | $6,952,000 | 1.94% |
| PETTYJOHN, WOOD & WHITE, INC | 22,458 | $5,523,000 | 1.41% |
| Mine & Arao Wealth Creation & Management, LLC. | 7,900 | $1,943,000 | 1.40% |