ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 376 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $204,865 | -25.9% | 731 | -25.0% | 0.06% | -36.5% |
| Q4 2022 | $276,617 | +12.0% | 975 | 0.0% | 0.10% | +1.1% |
| Q3 2022 | $247,000 | -5.7% | 975 | 0.0% | 0.10% | -1.0% |
| Q2 2022 | $262,000 | -7.1% | 975 | 0.0% | 0.10% | +14.3% |
| Q1 2022 | $282,000 | -3.8% | 975 | 0.0% | 0.08% | -1.2% |
| Q4 2021 | $293,000 | +8.9% | 975 | 0.0% | 0.08% | -1.2% |
| Q3 2021 | $269,000 | +1.1% | 975 | 0.0% | 0.09% | +2.4% |
| Q2 2021 | $266,000 | +8.1% | 975 | 0.0% | 0.08% | +1.2% |
| Q1 2021 | $246,000 | +2.5% | 975 | 0.0% | 0.08% | -6.7% |
| Q4 2020 | $240,000 | +8.1% | 975 | 0.0% | 0.09% | -4.3% |
| Q3 2020 | $222,000 | +5.7% | 975 | 0.0% | 0.09% | -10.6% |
| Q2 2020 | $210,000 | 0.0% | 975 | 0.0% | 0.10% | -11.1% |
| Q4 2019 | $210,000 | – | 975 | – | 0.12% | – |
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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% |