ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,394 | -35.5% | 1,086 | -33.1% | 0.02% | -37.5% |
| Q2 2023 | $454,981 | +1.5% | 1,623 | -1.2% | 0.02% | -7.7% |
| Q1 2023 | $448,477 | -23.7% | 1,642 | -20.7% | 0.03% | -29.7% |
| Q4 2022 | $587,527 | +12.8% | 2,071 | +0.7% | 0.04% | -7.5% |
| Q3 2022 | $521,000 | +50.6% | 2,057 | +60.0% | 0.04% | +29.0% |
| Q2 2022 | $346,000 | -13.5% | 1,286 | -7.1% | 0.03% | +3.3% |
| Q1 2022 | $400,000 | -10.3% | 1,385 | -6.7% | 0.03% | -9.1% |
| Q4 2021 | $446,000 | +9.0% | 1,484 | +0.1% | 0.03% | 0.0% |
| Q3 2021 | $409,000 | +18.9% | 1,482 | +17.6% | 0.03% | +50.0% |
| Q2 2021 | $344,000 | +6.8% | 1,260 | -1.3% | 0.02% | -4.3% |
| Q1 2021 | $322,000 | +2.5% | 1,276 | +0.1% | 0.02% | -11.5% |
| Q4 2020 | $314,000 | +8.7% | 1,275 | +0.1% | 0.03% | -10.3% |
| Q3 2020 | $289,000 | +5.5% | 1,274 | +0.2% | 0.03% | -23.7% |
| Q2 2020 | $274,000 | +22.3% | 1,272 | +6.8% | 0.04% | +18.8% |
| Q1 2020 | $224,000 | +8.7% | 1,191 | +24.7% | 0.03% | +33.3% |
| Q4 2019 | $206,000 | -1.0% | 955 | -13.3% | 0.02% | -14.3% |
| Q3 2019 | $208,000 | -3.3% | 1,102 | +0.1% | 0.03% | -9.7% |
| Q2 2019 | $215,000 | -0.9% | 1,101 | -1.7% | 0.03% | -13.9% |
| Q1 2019 | $217,000 | +87.1% | 1,120 | +62.3% | 0.04% | +16.1% |
| Q1 2018 | $116,000 | -4.9% | 690 | +0.9% | 0.03% | -3.1% |
| Q4 2017 | $122,000 | +293.5% | 684 | +284.3% | 0.03% | +146.2% |
| Q3 2017 | $31,000 | -83.5% | 178 | -96.6% | 0.01% | -85.7% |
| Q2 2017 | $188,000 | -14.2% | 5,229 | -7.8% | 0.09% | -37.7% |
| Q1 2017 | $219,000 | +742.3% | 5,670 | +3085.4% | 0.15% | +630.0% |
| Q4 2016 | $26,000 | – | 178 | – | 0.02% | – |
Download | ||||||
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% |