ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 355 filers reported holding ISHARES TR in Q1 2021. 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 | $256,837 | +4.5% | 951 | +8.4% | 0.02% | +13.3% |
| Q2 2023 | $245,781 | -1.3% | 877 | -3.8% | 0.02% | -6.2% |
| Q1 2023 | $249,031 | -9.3% | 912 | -5.8% | 0.02% | -20.0% |
| Q4 2022 | $274,631 | +28.9% | 968 | +15.2% | 0.02% | -4.8% |
| Q3 2022 | $213,000 | +5.4% | 840 | +12.0% | 0.02% | +10.5% |
| Q2 2022 | $202,000 | -21.1% | 750 | -15.3% | 0.02% | -5.0% |
| Q1 2022 | $256,000 | -20.7% | 885 | -17.7% | 0.02% | -20.0% |
| Q4 2021 | $323,000 | +50.9% | 1,075 | +26.9% | 0.02% | +47.1% |
| Q1 2021 | $214,000 | +2.9% | 847 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $208,000 | – | 847 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bellwether Advisors, LLC | 94,980 | $25,651,249 | 6.98% |
| Sowa Financial Group, Inc. | 34,404 | $9,292 | 6.98% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 42,634 | $11,514,168 | 6.10% |
| First Citizens Financial Corp | 21,694 | $5,858,899 | 4.13% |
| HC Advisors, LLC | 15,817 | $4,271,697 | 2.54% |
| ETFIDEA, LLC | 20,177 | $5,449,279 | 2.31% |
| MRA Advisory Group | 11,633 | $3,141,672 | 2.24% |
| Oakworth Capital, Inc. | 78,780 | $21,275,810 | 1.93% |
| FINANCIAL LIFE ADVISORS | 14,296 | $3,862,131 | 1.66% |
| Mine & Arao Wealth Creation & Management, LLC. | 9,603 | $2,593,389 | 1.58% |