ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 459 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,445 | -3.6% | 975 | 0.0% | 0.05% | +13.3% |
| Q2 2023 | $273,378 | +2.6% | 975 | 0.0% | 0.04% | -6.2% |
| Q1 2023 | $266,362 | -3.8% | 975 | 0.0% | 0.05% | -4.0% |
| Q4 2022 | $276,751 | +12.0% | 975 | 0.0% | 0.05% | -3.8% |
| Q3 2022 | $247,000 | -5.7% | 975 | 0.0% | 0.05% | -3.7% |
| Q2 2022 | $262,000 | -7.1% | 975 | 0.0% | 0.05% | +12.5% |
| Q1 2022 | $282,000 | -3.8% | 975 | 0.0% | 0.05% | -7.7% |
| Q4 2021 | $293,000 | +8.9% | 975 | 0.0% | 0.05% | +20.9% |
| Q3 2021 | $269,000 | +1.1% | 975 | 0.0% | 0.04% | +2.4% |
| Q2 2021 | $266,000 | +3.5% | 975 | 0.0% | 0.04% | -6.7% |
| Q1 2021 | $257,000 | +7.1% | 975 | 0.0% | 0.04% | +21.6% |
| Q4 2020 | $240,000 | +5900.0% | 975 | +5635.3% | 0.04% | +3600.0% |
| Q3 2020 | $4,000 | – | 17 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bellwether Advisors, LLC | 94,980 | $25,651,249 | 6.98% |
| Sowa Financial Group, Inc. | 34,404 | $9,292 | 6.98% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 42,634 | $11,514,168 | 6.10% |
| First Citizens Financial Corp | 21,694 | $5,858,899 | 4.13% |
| HC Advisors, LLC | 15,817 | $4,271,697 | 2.54% |
| ETFIDEA, LLC | 20,177 | $5,449,279 | 2.31% |
| MRA Advisory Group | 11,633 | $3,141,672 | 2.24% |
| Oakworth Capital, Inc. | 78,780 | $21,275,810 | 1.93% |
| FINANCIAL LIFE ADVISORS | 14,296 | $3,862,131 | 1.66% |
| Mine & Arao Wealth Creation & Management, LLC. | 9,603 | $2,593,389 | 1.58% |