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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $619,000 | -3.6% | 2,292 | 0.0% | 0.37% | -5.7% |
| Q2 2023 | $642,339 | -7.9% | 2,292 | -10.3% | 0.39% | -2.3% |
| Q1 2023 | $697,395 | -3.8% | 2,554 | 0.0% | 0.40% | -9.8% |
| Q4 2022 | $724,595 | +12.2% | 2,554 | 0.0% | 0.44% | +0.2% |
| Q3 2022 | $646,000 | -6.0% | 2,554 | 0.0% | 0.44% | -1.1% |
| Q2 2022 | $687,000 | -6.9% | 2,554 | 0.0% | 0.44% | +6.5% |
| Q1 2022 | $738,000 | -12.8% | 2,554 | -9.3% | 0.42% | -12.4% |
| Q4 2021 | $846,000 | -5.3% | 2,816 | -13.0% | 0.48% | -14.8% |
| Q3 2021 | $893,000 | -3.7% | 3,236 | -4.7% | 0.56% | 0.0% |
| Q2 2021 | $927,000 | +8.2% | 3,396 | 0.0% | 0.56% | +0.5% |
| Q1 2021 | $857,000 | +1.4% | 3,396 | -1.2% | 0.56% | -6.7% |
| Q4 2020 | $845,000 | +8.2% | 3,436 | 0.0% | 0.60% | -10.9% |
| Q3 2020 | $781,000 | +5.4% | 3,436 | 0.0% | 0.67% | +4.4% |
| Q2 2020 | $741,000 | +17.8% | 3,436 | +2.6% | 0.64% | 0.0% |
| Q1 2020 | $629,000 | -13.0% | 3,350 | 0.0% | 0.64% | +14.2% |
| Q4 2019 | $723,000 | +14.2% | 3,350 | 0.0% | 0.56% | +8.5% |
| Q3 2019 | $633,000 | -3.2% | 3,350 | 0.0% | 0.52% | -6.2% |
| Q2 2019 | $654,000 | +0.8% | 3,350 | 0.0% | 0.55% | -1.8% |
| Q1 2019 | $649,000 | +7.1% | 3,350 | 0.0% | 0.56% | -8.6% |
| Q4 2018 | $606,000 | -15.8% | 3,350 | -5.6% | 0.62% | -3.9% |
| Q3 2018 | $720,000 | +13.7% | 3,550 | 0.0% | 0.64% | +12.5% |
| Q2 2018 | $633,000 | +1.6% | 3,550 | -1.7% | 0.57% | +0.4% |
| Q1 2018 | $623,000 | -1.0% | 3,610 | 0.0% | 0.57% | -0.4% |
| Q4 2017 | $629,000 | -4.0% | 3,610 | -5.2% | 0.57% | -8.7% |
| Q3 2017 | $655,000 | +6.2% | 3,810 | +2.7% | 0.62% | +1.6% |
| Q2 2017 | $617,000 | +14.3% | 3,710 | +6.9% | 0.61% | +13.9% |
| Q1 2017 | $540,000 | +11.1% | 3,470 | +3.0% | 0.54% | +7.2% |
| Q4 2016 | $486,000 | – | 3,370 | – | 0.50% | – |
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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% |