ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 415 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,369,838 | +0.8% | 5,050 | +4.1% | 0.14% | +18.0% |
| Q2 2023 | $1,359,311 | +7.0% | 4,850 | +4.2% | 0.12% | +1.7% |
| Q1 2023 | $1,270,891 | -1.8% | 4,654 | +2.0% | 0.12% | -17.2% |
| Q4 2022 | $1,294,052 | +8.7% | 4,561 | -3.1% | 0.14% | -6.5% |
| Q3 2022 | $1,190,000 | -3.0% | 4,705 | +3.1% | 0.16% | -15.3% |
| Q2 2022 | $1,227,000 | -5.6% | 4,564 | +1.3% | 0.18% | +25.3% |
| Q1 2022 | $1,300,000 | +106.7% | 4,504 | +62.7% | 0.15% | +44.6% |
| Q3 2020 | $629,000 | +5.7% | 2,768 | +0.3% | 0.10% | -1.0% |
| Q2 2020 | $595,000 | -37.7% | 2,761 | -44.0% | 0.10% | -42.4% |
| Q1 2019 | $955,000 | +101.1% | 4,931 | +87.8% | 0.18% | +80.6% |
| Q4 2018 | $475,000 | -9.5% | 2,625 | +1.5% | 0.10% | +7.7% |
| Q3 2018 | $525,000 | +22.1% | 2,586 | +7.3% | 0.09% | +16.7% |
| Q2 2018 | $430,000 | +9.1% | 2,411 | +5.7% | 0.08% | +4.0% |
| Q1 2018 | $394,000 | -1.7% | 2,281 | -0.8% | 0.08% | +1.4% |
| Q4 2017 | $401,000 | +9.9% | 2,300 | +8.4% | 0.07% | -41.7% |
| Q3 2017 | $365,000 | – | 2,121 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 35,618 | $10,105 | 7.55% |
| Kalos Management, Inc. | 7,342 | $2,082,999 | 4.69% |
| First Citizens Financial Corp | 17,987 | $5,103 | 4.41% |
| Williams Financial, LLC | 15,683 | $4,449,424 | 3.86% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 20,558 | $5,832,597 | 3.48% |
| Alpha Wave Global, LP | 55,777 | $15,824,493 | 2.89% |
| MRA Advisory Group | 12,341 | $3,501,203 | 2.75% |
| ETFIDEA, LLC | 19,872 | $5,637,966 | 2.61% |
| HC Advisors, LLC | 12,558 | $3,562,830 | 2.43% |
| Oakworth Capital, Inc. | 81,701 | $23,179,122 | 2.22% |