ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.66 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. | 32,393 | $8,938,000 | 5.80% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,437 | $11,985,000 | 5.64% |
| First Citizens Financial Corp | 18,623 | $5,138,000 | 4.10% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 2.02% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 2.02% |
| PGIM Custom Harvest LLC | 39,677 | $10,948,000 | 1.66% |
| TrueWealth Advisors, LLC | 9,506 | $2,623,000 | 1.48% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,347 | $2,303,000 | 1.38% |
| PETTYJOHN, WOOD & WHITE, INC | 20,138 | $5,556,000 | 1.23% |
| AUA CAPITAL MANAGEMENT, LLC | 6,330 | $1,747,000 | 1.11% |