ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 471 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,312,281 | +2.1% | 21,418 | +0.5% | 0.37% | -0.3% |
| Q1 2024 | $1,284,836 | +18.0% | 21,318 | +486.3% | 0.38% | +15.0% |
| Q4 2023 | $1,088,509 | +76.6% | 3,636 | +59.3% | 0.33% | +61.4% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 275,932 | $16,906,349 | 8.08% |
| Perbak Capital Partners LLP | 427,851 | $26,214,431 | 7.75% |
| Sowa Financial Group, Inc. | 108,907 | $6,673 | 5.05% |
| Bellwether Advisors, LLC | 376,352 | $23,059,075 | 4.84% |
| First Citizens Financial Corp | 110,781 | $6,787,552 | 4.02% |
| HC Advisors, LLC | 61,400 | $3,761,984 | 3.47% |
| Audent Global Asset Management, LLC | 40,479 | $2,480,168 | 2.58% |
| Sheridan Capital Management, LLC | 56,655 | $3,453,708 | 2.57% |
| ETFIDEA, LLC | 97,358 | $5,965,126 | 2.02% |
| Oakworth Capital, Inc. | 393,851 | $24,131,192 | 1.76% |