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 | $7,689,747 | +35.6% | 28,473 | +40.7% | 0.07% | +37.5% |
| Q2 2023 | $5,671,244 | +1.0% | 20,236 | -1.6% | 0.05% | -2.0% |
| Q1 2023 | $5,613,821 | -0.2% | 20,559 | +3.7% | 0.05% | -5.8% |
| Q4 2022 | $5,623,295 | +208.6% | 19,821 | +175.2% | 0.05% | +44.4% |
| Q3 2022 | $1,822,000 | -49.1% | 7,203 | -45.9% | 0.04% | -36.8% |
| Q2 2022 | $3,582,000 | +7.6% | 13,318 | +15.5% | 0.06% | +18.8% |
| Q1 2022 | $3,329,000 | -13.1% | 11,526 | -9.7% | 0.05% | -12.7% |
| Q4 2021 | $3,832,000 | +3.2% | 12,758 | -5.2% | 0.06% | -6.8% |
| Q3 2021 | $3,714,000 | -1.6% | 13,460 | -2.8% | 0.06% | -3.3% |
| Q2 2021 | $3,776,000 | -10.1% | 13,841 | -16.8% | 0.06% | -26.5% |
| Q1 2021 | $4,201,000 | -5.6% | 16,642 | -8.1% | 0.08% | -5.7% |
| Q4 2020 | $4,452,000 | +98.2% | 18,106 | +83.2% | 0.09% | -52.2% |
| Q3 2020 | $2,246,000 | +10.2% | 9,884 | +4.5% | 0.18% | -2.6% |
| Q2 2020 | $2,039,000 | +591.2% | 9,457 | +502.7% | 0.19% | +425.0% |
| Q1 2020 | $295,000 | +12.2% | 1,569 | +28.5% | 0.04% | +38.5% |
| Q4 2019 | $263,000 | +14.3% | 1,221 | 0.0% | 0.03% | -7.1% |
| Q3 2019 | $230,000 | +0.4% | 1,221 | +4.3% | 0.03% | -6.7% |
| Q2 2019 | $229,000 | -16.4% | 1,171 | -17.2% | 0.03% | -23.1% |
| Q1 2019 | $274,000 | +14.6% | 1,415 | +7.2% | 0.04% | 0.0% |
| Q4 2018 | $239,000 | -10.5% | 1,320 | +0.1% | 0.04% | +2.6% |
| Q3 2018 | $267,000 | +28.4% | 1,319 | +12.8% | 0.04% | +2.7% |
| Q2 2018 | $208,000 | -5.0% | 1,169 | -7.9% | 0.04% | -9.8% |
| Q1 2018 | $219,000 | -6.4% | 1,269 | -5.8% | 0.04% | -4.7% |
| Q4 2017 | $234,000 | +0.9% | 1,347 | 0.0% | 0.04% | -15.7% |
| Q3 2017 | $232,000 | +4.0% | 1,347 | +0.1% | 0.05% | -7.3% |
| Q2 2017 | $223,000 | +0.5% | 1,345 | -4.9% | 0.06% | -9.8% |
| Q1 2017 | $222,000 | – | 1,415 | – | 0.06% | – |
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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% |