ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 457 filers reported holding ISHARES TR in Q1 2023. 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 | $9,144,739 | -22.9% | 33,861 | -20.0% | 0.20% | -24.4% |
| Q2 2023 | $11,855,654 | +11.9% | 42,303 | +9.0% | 0.26% | +5.6% |
| Q1 2023 | $10,592,834 | +54.5% | 38,793 | +60.6% | 0.25% | +24.6% |
| Q4 2022 | $6,854,610 | +308.0% | 24,161 | +263.9% | 0.20% | +221.0% |
| Q3 2022 | $1,680,000 | +0.4% | 6,640 | +6.7% | 0.06% | -13.9% |
| Q2 2022 | $1,673,000 | +4.0% | 6,223 | +11.8% | 0.07% | +18.0% |
| Q1 2022 | $1,608,000 | -3.5% | 5,568 | +0.3% | 0.06% | +3.4% |
| Q4 2021 | $1,667,000 | +15.2% | 5,551 | +5.9% | 0.06% | +3.5% |
| Q3 2021 | $1,447,000 | +11.1% | 5,244 | +9.9% | 0.06% | +5.6% |
| Q2 2021 | $1,302,000 | +15.4% | 4,773 | +6.8% | 0.05% | +1.9% |
| Q1 2021 | $1,128,000 | +10.8% | 4,469 | +8.0% | 0.05% | 0.0% |
| Q4 2020 | $1,018,000 | +11.7% | 4,139 | +3.3% | 0.05% | -15.9% |
| Q3 2020 | $911,000 | +2.2% | 4,008 | -9.1% | 0.06% | -1.6% |
| Q2 2020 | $891,000 | +12.8% | 4,408 | +4.8% | 0.06% | -8.6% |
| Q1 2020 | $790,000 | +2.6% | 4,208 | +17.9% | 0.07% | +14.8% |
| Q4 2019 | $770,000 | +14.1% | 3,568 | 0.0% | 0.06% | 0.0% |
| Q3 2019 | $675,000 | – | 3,568 | – | 0.06% | – |
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% |