ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 466 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,192,435 | +84.6% | 19,462 | +86.5% | 0.02% | +66.7% |
| Q1 2024 | $646,119 | +16.9% | 10,438 | +440.3% | 0.01% | +12.5% |
| Q4 2023 | $552,918 | +6.4% | 1,932 | +0.4% | 0.01% | -11.1% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 275,932 | $16,906,349 | 8.08% |
| Perbak Capital Partners LLP | 427,851 | $26,214,431 | 7.75% |
| Sowa Financial Group, Inc. | 108,907 | $6,673 | 5.05% |
| Bellwether Advisors, LLC | 376,352 | $23,059,075 | 4.84% |
| First Citizens Financial Corp | 110,781 | $6,787,552 | 4.02% |
| HC Advisors, LLC | 61,400 | $3,761,984 | 3.47% |
| Audent Global Asset Management, LLC | 40,479 | $2,480,168 | 2.58% |
| Sheridan Capital Management, LLC | 56,655 | $3,453,708 | 2.57% |
| ETFIDEA, LLC | 97,358 | $5,965,126 | 2.02% |
| Oakworth Capital, Inc. | 393,851 | $24,131,192 | 1.76% |