ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 355 filers reported holding ISHARES TR in Q1 2021. 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 | $616,300 | -32.7% | 2,282 | -30.1% | 0.20% | -28.4% |
| Q2 2023 | $915,304 | +2.6% | 3,266 | 0.0% | 0.28% | +4.4% |
| Q1 2023 | $891,814 | -5.0% | 3,266 | -3.1% | 0.27% | +15.9% |
| Q4 2022 | $939,051 | +26.9% | 3,370 | +16.7% | 0.23% | +16.5% |
| Q3 2022 | $740,000 | -0.9% | 2,887 | +3.9% | 0.20% | +2.6% |
| Q2 2022 | $747,000 | -2.1% | 2,778 | -2.4% | 0.20% | -2.0% |
| Q1 2022 | $763,000 | -23.3% | 2,845 | -14.1% | 0.20% | -13.9% |
| Q4 2021 | $995,000 | +8.9% | 3,313 | 0.0% | 0.23% | +16.7% |
| Q3 2021 | $914,000 | -4.5% | 3,313 | 0.0% | 0.20% | +3.1% |
| Q2 2021 | $957,000 | +9.1% | 3,313 | 0.0% | 0.19% | +11.0% |
| Q1 2021 | $877,000 | +7.6% | 3,313 | 0.0% | 0.17% | -0.6% |
| Q4 2020 | $815,000 | +16.3% | 3,313 | +14.2% | 0.17% | +11.5% |
| Q3 2020 | $701,000 | +8.9% | 2,902 | +3.8% | 0.16% | +16.4% |
| Q2 2020 | $644,000 | – | 2,797 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 34,434 | $8,712,000 | 6.88% |
| Kalos Management, Inc. | 7,330 | $1,924,000 | 4.75% |
| First Citizens Financial Corp | 18,196 | $4,604,000 | 4.53% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 21,003 | $5,314,000 | 3.34% |
| Goodwin Investment Advisory | 15,618 | $3,951,000 | 2.99% |
| ETFIDEA, LLC | 19,832 | $5,017,568 | 2.59% |
| Oakworth Capital, Inc. | 82,156 | $20,785,000 | 2.30% |
| HC Advisors, LLC | 12,493 | $3,161,000 | 2.18% |
| Wealth Enhancement & Preservation of GA, LLC | 5,107 | $1,292,000 | 2.07% |
| HWG Holdings LP | 9,381 | $2,373,000 | 1.70% |