ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 409 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $323,303 | -3.8% | 1,184 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $335,913 | +7.3% | 1,184 | -4.1% | 0.01% | 0.0% |
| Q3 2022 | $313,000 | -5.4% | 1,234 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $331,000 | +92.4% | 1,234 | +76.3% | 0.01% | +33.3% |
| Q4 2020 | $172,000 | +8.2% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $159,000 | +5.3% | 700 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $151,000 | +20.8% | 700 | -19.1% | 0.01% | +100.0% |
| Q4 2016 | $125,000 | -3.8% | 865 | 0.0% | 0.00% | -25.0% |
| Q3 2016 | $130,000 | +293.9% | 865 | +293.2% | 0.00% | +300.0% |
| Q2 2016 | $33,000 | -56.0% | 220 | -56.0% | 0.00% | -50.0% |
| Q4 2015 | $75,000 | +7.1% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $70,000 | -11.4% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $79,000 | – | 500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 46,794 | $11,507,000 | 7.35% |
| Sowa Financial Group, Inc. | 30,388 | $7,473,000 | 5.03% |
| First Citizens Financial Corp | 19,195 | $4,672,000 | 4.07% |
| JGP Wealth Management, LLC | 58,474 | $14,776,000 | 3.42% |
| Oakworth Capital, Inc. | 95,927 | $23,589,000 | 3.06% |
| HC Advisors, LLC | 12,738 | $3,132,000 | 2.14% |
| Cadent Capital Advisors, LLC | 16,091 | $3,957,000 | 1.95% |
| Kesler, Norman & Wride, LLC | 28,270 | $6,952,000 | 1.94% |
| PETTYJOHN, WOOD & WHITE, INC | 22,458 | $5,523,000 | 1.41% |
| Mine & Arao Wealth Creation & Management, LLC. | 7,900 | $1,943,000 | 1.40% |