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 | $2,638,584 | -8.1% | 9,770 | -4.7% | 0.18% | -4.8% |
| Q2 2023 | $2,872,587 | +3.0% | 10,250 | +0.3% | 0.19% | 0.0% |
| Q1 2023 | $2,789,581 | -10.0% | 10,216 | -6.5% | 0.19% | -13.7% |
| Q4 2022 | $3,098,397 | +14.5% | 10,921 | +2.1% | 0.22% | +9.5% |
| Q3 2022 | $2,706,000 | +856.2% | 10,697 | +914.9% | 0.20% | +852.4% |
| Q2 2022 | $283,000 | +8.0% | 1,054 | +16.3% | 0.02% | +16.7% |
| Q1 2022 | $262,000 | +25.4% | 906 | -35.7% | 0.02% | -76.9% |
| Q2 2016 | $209,000 | -13.6% | 1,408 | -18.3% | 0.08% | -21.2% |
| Q1 2016 | $242,000 | – | 1,724 | – | 0.10% | – |
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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% |