ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 415 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.15 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. | 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% |