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 | $1,044,070 | -12.0% | 3,866 | -8.7% | 0.74% | -7.3% |
| Q2 2023 | $1,186,287 | +2.8% | 4,233 | +0.2% | 0.80% | +5.7% |
| Q1 2023 | $1,153,555 | -3.5% | 4,225 | +0.3% | 0.75% | -17.1% |
| Q4 2022 | $1,195,107 | +13.0% | 4,212 | +0.7% | 0.91% | +20.5% |
| Q3 2022 | $1,058,000 | -6.0% | 4,184 | 0.0% | 0.76% | +1.2% |
| Q2 2022 | $1,125,000 | -6.6% | 4,184 | +0.3% | 0.75% | +12.9% |
| Q1 2022 | $1,205,000 | -3.7% | 4,173 | +0.2% | 0.66% | -9.0% |
| Q4 2021 | $1,251,000 | +9.4% | 4,164 | +0.5% | 0.73% | +4.0% |
| Q3 2021 | $1,143,000 | +28.6% | 4,142 | +27.2% | 0.70% | +35.8% |
| Q2 2021 | $889,000 | – | 3,256 | – | 0.51% | – |
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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% |