ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 422 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,696 | -0.8% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $3,726 | +8.2% | 60 | +400.0% | 0.00% | 0.0% |
| Q4 2023 | $3,444 | -99.7% | 12 | -99.7% | 0.00% | -99.7% |
| 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 ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 275,932 | $16,906,349 | 8.08% |
| Perbak Capital Partners LLP | 427,851 | $26,214,431 | 7.75% |
| Sowa Financial Group, Inc. | 108,907 | $6,673 | 5.05% |
| Bellwether Advisors, LLC | 376,352 | $23,059,075 | 4.84% |
| First Citizens Financial Corp | 110,781 | $6,787,552 | 4.02% |
| HC Advisors, LLC | 61,400 | $3,761,984 | 3.47% |
| Audent Global Asset Management, LLC | 40,479 | $2,480,168 | 2.58% |
| Sheridan Capital Management, LLC | 56,655 | $3,453,708 | 2.57% |
| ETFIDEA, LLC | 97,358 | $5,965,126 | 2.02% |
| Oakworth Capital, Inc. | 393,851 | $24,131,192 | 1.76% |