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 | $72,297 | -1.0% | 1,180 | 0.0% | 0.02% | 0.0% |
| Q1 2024 | $73,041 | +8.1% | 1,180 | +400.0% | 0.02% | -6.2% |
| Q4 2023 | $67,551 | +6.0% | 236 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $63,735 | -3.6% | 236 | 0.0% | 0.02% | +6.7% |
| Q2 2023 | $66,138 | +2.6% | 236 | +0.4% | 0.02% | -6.2% |
| Q1 2023 | $64,441 | -3.8% | 235 | -0.4% | 0.02% | -5.9% |
| Q4 2022 | $66,954 | -15.2% | 236 | -23.9% | 0.02% | -15.0% |
| Q3 2022 | $79,000 | -4.8% | 310 | 0.0% | 0.02% | -4.8% |
| Q2 2022 | $83,000 | -7.8% | 310 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $90,000 | -3.2% | 310 | 0.0% | 0.02% | -4.5% |
| Q4 2021 | $93,000 | +9.4% | 310 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $85,000 | +1.2% | 310 | 0.0% | 0.02% | -4.3% |
| Q2 2021 | $84,000 | +7.7% | 310 | -83.0% | 0.02% | 0.0% |
| Q1 2021 | $78,000 | +2.6% | 1,828 | +491.6% | 0.02% | -8.0% |
| Q4 2020 | $76,000 | +8.6% | 309 | +0.3% | 0.02% | -3.8% |
| Q3 2020 | $70,000 | -57.3% | 308 | -59.6% | 0.03% | -58.7% |
| Q2 2020 | $164,000 | +14.7% | 762 | 0.0% | 0.06% | -1.6% |
| Q1 2020 | $143,000 | -12.8% | 762 | 0.0% | 0.06% | -8.6% |
| Q4 2019 | $164,000 | – | 762 | – | 0.07% | – |
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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% |