ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 412 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $519,730 | +39.7% | 1,924 | +45.0% | 0.01% | +50.0% |
| Q2 2023 | $372,014 | +6.1% | 1,327 | +3.3% | 0.01% | 0.0% |
| Q1 2023 | $350,749 | -4.3% | 1,285 | -0.5% | 0.01% | -14.3% |
| Q4 2022 | $366,479 | +12.4% | 1,292 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $326,000 | -6.6% | 1,289 | -0.5% | 0.01% | 0.0% |
| Q2 2022 | $349,000 | -12.8% | 1,296 | -6.4% | 0.01% | -22.2% |
| Q1 2022 | $400,000 | -3.6% | 1,384 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $415,000 | +8.4% | 1,382 | -0.5% | 0.01% | +12.5% |
| Q3 2021 | $383,000 | +28.5% | 1,389 | +27.4% | 0.01% | 0.0% |
| Q2 2021 | $298,000 | -18.1% | 1,090 | -24.4% | 0.01% | -11.1% |
| Q1 2021 | $364,000 | +31.9% | 1,441 | +28.5% | 0.01% | +12.5% |
| Q4 2020 | $276,000 | – | 1,121 | – | 0.01% | – |
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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% |