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 | $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 ↓ |
|---|---|---|---|
| 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% |