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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,345,760 | +3.4% | 134,530 | +7.2% | 0.05% | -14.3% |
| Q2 2023 | $35,146,294 | +2.2% | 125,449 | -0.2% | 0.06% | -3.1% |
| Q1 2023 | $34,383,597 | -20.9% | 125,753 | -17.9% | 0.06% | -26.1% |
| Q4 2022 | $43,488,530 | +27.1% | 153,247 | +13.3% | 0.09% | +12.8% |
| Q3 2022 | $34,212,000 | +22.8% | 135,201 | +30.5% | 0.08% | +27.9% |
| Q2 2022 | $27,870,000 | -2.0% | 103,583 | +2.5% | 0.06% | +10.9% |
| Q1 2022 | $28,432,000 | -8.3% | 101,105 | -2.1% | 0.06% | -6.8% |
| Q4 2021 | $31,019,000 | +3.5% | 103,277 | -4.9% | 0.06% | -4.8% |
| Q3 2021 | $29,970,000 | +4.1% | 108,606 | +3.0% | 0.06% | 0.0% |
| Q2 2021 | $28,790,000 | +22.3% | 105,473 | +13.1% | 0.06% | +8.8% |
| Q1 2021 | $23,538,000 | +2.9% | 93,235 | +0.3% | 0.06% | -6.6% |
| Q4 2020 | $22,873,000 | +4.5% | 93,002 | -3.5% | 0.06% | -6.2% |
| Q3 2020 | $21,879,000 | +20.2% | 96,355 | +14.2% | 0.06% | +6.6% |
| Q2 2020 | $18,195,000 | +104.9% | 84,357 | +65.5% | 0.06% | +69.4% |
| Q1 2020 | $8,881,000 | – | 50,978 | – | 0.04% | – |
Download | ||||||
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% |