ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 457 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,879 | -39.3% | 1,121 | -51.3% | 0.01% | +27.3% |
| Q2 2023 | $499,266 | +194.2% | 2,304 | +107.6% | 0.01% | +57.1% |
| Q1 2023 | $169,730 | +93158.2% | 1,110 | -7.1% | 0.01% | +40.0% |
| Q4 2022 | $182 | -99.9% | 1,195 | -39.2% | 0.01% | -37.5% |
| Q3 2022 | $303,000 | +1.3% | 1,966 | +1.8% | 0.01% | -11.1% |
| Q2 2022 | $299,000 | -27.4% | 1,931 | -27.4% | 0.01% | +80.0% |
| Q1 2022 | $412,000 | +28.3% | 2,658 | +151.2% | 0.01% | -16.7% |
| Q4 2021 | $321,000 | +53.6% | 1,058 | +38.8% | 0.01% | +50.0% |
| Q3 2021 | $209,000 | -36.3% | 762 | -35.8% | 0.00% | -42.9% |
| Q2 2021 | $328,000 | +56.2% | 1,186 | +42.5% | 0.01% | +75.0% |
| Q1 2021 | $210,000 | +9.9% | 832 | +6.9% | 0.00% | -50.0% |
| Q4 2020 | $191,000 | +11.0% | 778 | +2.9% | 0.01% | -20.0% |
| Q3 2020 | $172,000 | -1.7% | 756 | -8.6% | 0.01% | -28.6% |
| Q2 2020 | $175,000 | +15.1% | 827 | -1.0% | 0.01% | -6.7% |
| Q1 2020 | $152,000 | -11.1% | 835 | +4.6% | 0.02% | +15.4% |
| Q4 2019 | $171,000 | +12.5% | 798 | -2.4% | 0.01% | +30.0% |
| Q3 2019 | $152,000 | -72.6% | 818 | -71.4% | 0.01% | -86.8% |
| Q1 2019 | $555,000 | -78.9% | 2,857 | -80.7% | 0.08% | -52.8% |
| Q4 2018 | $2,634,000 | -5.8% | 14,778 | +7.3% | 0.16% | +41.2% |
| Q3 2018 | $2,795,000 | +60.9% | 13,773 | +41.2% | 0.11% | +56.2% |
| Q2 2018 | $1,737,000 | -53.8% | 9,751 | -54.8% | 0.07% | -57.1% |
| Q1 2018 | $3,759,000 | 0.0% | 21,572 | 0.0% | 0.17% | 0.0% |
| Q4 2017 | $3,759,000 | +12.6% | 21,572 | +11.1% | 0.17% | +27.8% |
| Q3 2017 | $3,337,000 | +10.7% | 19,414 | +7.1% | 0.13% | +3.9% |
| Q2 2017 | $3,015,000 | +95.7% | 18,135 | +83.2% | 0.13% | +91.0% |
| Q1 2017 | $1,541,000 | -3.2% | 9,897 | -10.4% | 0.07% | -13.0% |
| Q4 2016 | $1,592,000 | +7.3% | 11,046 | +11.9% | 0.08% | 0.0% |
| Q3 2016 | $1,483,000 | -10.7% | 9,875 | -11.8% | 0.08% | -17.2% |
| Q2 2016 | $1,660,000 | +199.1% | 11,194 | +291.8% | 0.09% | +22.4% |
| Q1 2016 | $555,000 | -21.9% | 2,857 | -39.7% | 0.08% | +58.3% |
| Q4 2015 | $711,000 | – | 4,741 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 32,393 | $8,938,000 | 5.80% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,437 | $11,985,000 | 5.64% |
| First Citizens Financial Corp | 18,623 | $5,138,000 | 4.10% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 2.02% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 2.02% |
| PGIM Custom Harvest LLC | 39,677 | $10,948,000 | 1.66% |
| TrueWealth Advisors, LLC | 9,506 | $2,623,000 | 1.48% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,347 | $2,303,000 | 1.38% |
| PETTYJOHN, WOOD & WHITE, INC | 20,138 | $5,556,000 | 1.23% |
| AUA CAPITAL MANAGEMENT, LLC | 6,330 | $1,747,000 | 1.11% |