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 | $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 | 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% |