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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $292,591 | +8.0% | 1,031 | 0.0% | 0.08% | +11.8% |
| Q3 2022 | $271,000 | -4.6% | 1,031 | 0.0% | 0.07% | +19.3% |
| Q2 2022 | $284,000 | -4.7% | 1,031 | 0.0% | 0.06% | +16.3% |
| Q1 2022 | $298,000 | +4.6% | 1,031 | 0.0% | 0.05% | +8.9% |
| Q4 2021 | $285,000 | 0.0% | 1,031 | 0.0% | 0.04% | -2.2% |
| Q3 2021 | $285,000 | +1.4% | 1,031 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $281,000 | +8.1% | 1,031 | 0.0% | 0.05% | +2.2% |
| Q1 2021 | $260,000 | +2.8% | 1,031 | 0.0% | 0.04% | -6.2% |
| Q4 2020 | $253,000 | +8.1% | 1,031 | 0.0% | 0.05% | -5.9% |
| Q3 2020 | $234,000 | +5.4% | 1,031 | 0.0% | 0.05% | -10.5% |
| Q2 2020 | $222,000 | +15.0% | 1,031 | 0.0% | 0.06% | -6.6% |
| Q1 2020 | $193,000 | -13.1% | 1,031 | 0.0% | 0.06% | +3.4% |
| Q4 2019 | $222,000 | +10.4% | 1,031 | 0.0% | 0.06% | -4.8% |
| Q2 2019 | $201,000 | -2.4% | 1,031 | +1.7% | 0.06% | -46.1% |
| Q3 2018 | $206,000 | – | 1,014 | – | 0.12% | – |
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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% |