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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,345,312 | +27.5% | 8,589 | +32.4% | 0.50% | +24.1% |
| Q4 2022 | $1,839,859 | +9.0% | 6,485 | -2.8% | 0.40% | +4.1% |
| Q3 2022 | $1,688,000 | +105.9% | 6,671 | +58.9% | 0.39% | +2.7% |
| Q2 2019 | $820,000 | -60.0% | 4,197 | -64.7% | 0.38% | -70.3% |
| Q1 2018 | $2,050,000 | +368.0% | 11,876 | +322.2% | 1.26% | +329.9% |
| Q1 2017 | $438,000 | -92.8% | 2,813 | -93.4% | 0.29% | -87.7% |
| Q4 2016 | $6,108,000 | – | 42,380 | – | 2.40% | – |
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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% |