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 | $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 | 46,794 | $11,507,000 | 7.35% |
| Sowa Financial Group, Inc. | 30,388 | $7,473,000 | 5.03% |
| First Citizens Financial Corp | 19,195 | $4,672,000 | 4.07% |
| JGP Wealth Management, LLC | 58,474 | $14,776,000 | 3.42% |
| Oakworth Capital, Inc. | 95,927 | $23,589,000 | 3.06% |
| HC Advisors, LLC | 12,738 | $3,132,000 | 2.14% |
| Cadent Capital Advisors, LLC | 16,091 | $3,957,000 | 1.95% |
| Kesler, Norman & Wride, LLC | 28,270 | $6,952,000 | 1.94% |
| PETTYJOHN, WOOD & WHITE, INC | 22,458 | $5,523,000 | 1.41% |
| Mine & Arao Wealth Creation & Management, LLC. | 7,900 | $1,943,000 | 1.40% |