ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 361 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - 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 ↓ |
|---|---|---|---|
| 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% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 2.02% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 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% |