ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $380,880 | -4.0% | 1,410 | -0.4% | 0.04% | -5.1% |
| Q2 2023 | $396,641 | +2.8% | 1,415 | +0.1% | 0.04% | -15.2% |
| Q1 2023 | $385,748 | -8.3% | 1,413 | -4.7% | 0.05% | -8.0% |
| Q4 2022 | $420,873 | +2375.7% | 1,483 | +2113.4% | 0.05% | +2400.0% |
| Q3 2022 | $17,000 | -19.0% | 67 | -14.1% | 0.00% | -33.3% |
| Q2 2022 | $21,000 | +16.7% | 78 | +27.9% | 0.00% | +50.0% |
| Q1 2022 | $18,000 | -21.7% | 61 | -19.7% | 0.00% | -33.3% |
| Q4 2021 | $23,000 | -23.3% | 76 | -30.3% | 0.00% | -25.0% |
| Q3 2021 | $30,000 | -23.1% | 109 | -23.2% | 0.00% | -20.0% |
| Q2 2021 | $39,000 | – | 142 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 34,434 | $8,712,000 | 6.88% |
| Kalos Management, Inc. | 7,330 | $1,924,000 | 4.75% |
| First Citizens Financial Corp | 18,196 | $4,604,000 | 4.53% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 21,003 | $5,314,000 | 3.34% |
| Goodwin Investment Advisory | 15,618 | $3,951,000 | 2.99% |
| ETFIDEA, LLC | 19,832 | $5,017,568 | 2.59% |
| Oakworth Capital, Inc. | 82,156 | $20,785,000 | 2.30% |
| HC Advisors, LLC | 12,493 | $3,161,000 | 2.18% |
| Wealth Enhancement & Preservation of GA, LLC | 5,107 | $1,292,000 | 2.07% |
| HWG Holdings LP | 9,381 | $2,373,000 | 1.70% |