ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 457 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,538,866 | +6.1% | 5,491 | +3.3% | 3.30% | +13.6% |
| Q1 2023 | $1,451,041 | -30.3% | 5,314 | -27.6% | 2.91% | -38.0% |
| Q4 2022 | $2,082,999 | +8.3% | 7,342 | +0.2% | 4.69% | -1.1% |
| Q3 2022 | $1,924,000 | +133.2% | 7,330 | +143.4% | 4.75% | +328.5% |
| Q2 2022 | $825,000 | -1.3% | 3,012 | -2.0% | 1.11% | +93.7% |
| Q1 2022 | $836,000 | -24.0% | 3,072 | -19.5% | 0.57% | +91.9% |
| Q4 2021 | $1,100,000 | +1.9% | 3,814 | +2.0% | 0.30% | -2.3% |
| Q3 2021 | $1,079,000 | +0.1% | 3,740 | 0.0% | 0.30% | -30.2% |
| Q2 2021 | $1,078,000 | +16.8% | 3,740 | +6.8% | 0.44% | +52.3% |
| Q1 2021 | $923,000 | +15.1% | 3,502 | +8.8% | 0.29% | -16.3% |
| Q4 2020 | $802,000 | +35.7% | 3,218 | +29.3% | 0.34% | +29.9% |
| Q3 2020 | $591,000 | -84.9% | 2,489 | -86.2% | 0.26% | -84.0% |
| Q2 2020 | $3,915,000 | +269.7% | 18,036 | +238.9% | 1.65% | +249.4% |
| Q1 2020 | $1,059,000 | -13.9% | 5,322 | -6.6% | 0.47% | +5.4% |
| Q4 2019 | $1,230,000 | +10.1% | 5,697 | -3.4% | 0.45% | +0.7% |
| Q3 2019 | $1,117,000 | +2.8% | 5,898 | -1.0% | 0.44% | -9.9% |
| Q2 2019 | $1,087,000 | +15.3% | 5,959 | +22.4% | 0.49% | -18.9% |
| Q1 2019 | $943,000 | -11.0% | 4,868 | -16.6% | 0.61% | +18.0% |
| Q4 2018 | $1,060,000 | +12.3% | 5,838 | +25.1% | 0.52% | +2.0% |
| Q3 2018 | $944,000 | -4.6% | 4,665 | -16.0% | 0.51% | +12.9% |
| Q2 2018 | $989,000 | -6.9% | 5,552 | -8.9% | 0.45% | -10.2% |
| Q4 2017 | $1,062,000 | -12.1% | 6,097 | -13.3% | 0.50% | -35.9% |
| Q3 2017 | $1,208,000 | -23.2% | 7,029 | -25.7% | 0.78% | -45.9% |
| Q2 2017 | $1,573,000 | +6.0% | 9,462 | -0.7% | 1.44% | +36.7% |
| Q1 2017 | $1,484,000 | +9.4% | 9,533 | +1.2% | 1.05% | -4.0% |
| Q4 2016 | $1,357,000 | -8.2% | 9,417 | -4.3% | 1.10% | -13.0% |
| Q3 2016 | $1,478,000 | -2.8% | 9,839 | -4.0% | 1.26% | +7.1% |
| Q2 2016 | $1,521,000 | +25250.0% | 10,253 | +59.0% | 1.18% | +29325.0% |
| Q4 2015 | $6,000 | – | 6,450 | – | 0.00% | – |
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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% |