ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 476 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,355,311 | -6.3% | 8,721 | -2.8% | 0.28% | -2.4% |
| Q2 2023 | $2,513,336 | +2.4% | 8,968 | -0.2% | 0.29% | -0.7% |
| Q1 2023 | $2,453,572 | -2.3% | 8,985 | +1.5% | 0.29% | -8.2% |
| Q4 2022 | $2,512,611 | +13.3% | 8,856 | +1.0% | 0.32% | +2.2% |
| Q3 2022 | $2,218,000 | -6.4% | 8,767 | -0.5% | 0.31% | +5.8% |
| Q2 2022 | $2,370,000 | -1.7% | 8,815 | +5.6% | 0.30% | +10.5% |
| Q1 2022 | $2,410,000 | -3.6% | 8,345 | +0.2% | 0.27% | -0.4% |
| Q4 2021 | $2,501,000 | +9.5% | 8,326 | +0.5% | 0.27% | +4.3% |
| Q3 2021 | $2,285,000 | +1.2% | 8,281 | 0.0% | 0.26% | +0.8% |
| Q2 2021 | $2,259,000 | +8.6% | 8,281 | +0.4% | 0.26% | +6.7% |
| Q1 2021 | $2,081,000 | +2.7% | 8,244 | 0.0% | 0.24% | -1.6% |
| Q4 2020 | $2,027,000 | +8.5% | 8,244 | +0.3% | 0.24% | -3.2% |
| Q3 2020 | $1,868,000 | +5.8% | 8,220 | +0.4% | 0.25% | -0.8% |
| Q2 2020 | $1,766,000 | +15.5% | 8,189 | +0.6% | 0.25% | 0.0% |
| Q1 2020 | $1,529,000 | -13.4% | 8,141 | -0.5% | 0.25% | +9.5% |
| Q4 2019 | $1,765,000 | +11.9% | 8,182 | -2.0% | 0.23% | +0.9% |
| Q3 2019 | $1,578,000 | -4.7% | 8,345 | -1.5% | 0.23% | -5.8% |
| Q2 2019 | $1,655,000 | -2.2% | 8,474 | -3.0% | 0.24% | -4.3% |
| Q1 2019 | $1,693,000 | +8.2% | 8,739 | +1.0% | 0.25% | -1.6% |
| Q4 2018 | $1,564,000 | -10.7% | 8,651 | +0.2% | 0.26% | +0.4% |
| Q3 2018 | $1,751,000 | +14.2% | 8,630 | +0.3% | 0.26% | +8.0% |
| Q2 2018 | $1,533,000 | -3.2% | 8,606 | -6.2% | 0.24% | -31.0% |
| Q1 2018 | $1,584,000 | -10.7% | 9,176 | -9.9% | 0.34% | -2.3% |
| Q4 2017 | $1,774,000 | +2.0% | 10,183 | +0.6% | 0.35% | +27.9% |
| Q3 2017 | $1,740,000 | +3.6% | 10,126 | +0.3% | 0.28% | -22.5% |
| Q2 2017 | $1,679,000 | +6.8% | 10,099 | 0.0% | 0.36% | +6.9% |
| Q1 2017 | $1,572,000 | – | 10,099 | – | 0.33% | – |
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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% |