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 | $1,659,850 | -3.0% | 6,146 | +0.6% | 1.20% | +1.9% |
| Q2 2023 | $1,711,782 | -4.3% | 6,108 | -6.7% | 1.18% | -2.4% |
| Q1 2023 | $1,787,997 | -3.8% | 6,548 | 0.0% | 1.21% | -4.3% |
| Q4 2022 | $1,857,733 | +13.1% | 6,548 | +0.8% | 1.26% | +16.3% |
| Q3 2022 | $1,643,000 | -13.6% | 6,493 | -8.2% | 1.08% | -1.8% |
| Q2 2022 | $1,902,000 | -1.9% | 7,071 | +5.3% | 1.10% | +5.9% |
| Q1 2022 | $1,939,000 | +2.5% | 6,715 | +6.7% | 1.04% | -6.0% |
| Q4 2021 | $1,891,000 | +8.2% | 6,296 | -0.5% | 1.11% | +0.3% |
| Q3 2021 | $1,747,000 | +1.2% | 6,330 | 0.0% | 1.11% | +3.6% |
| Q2 2021 | $1,727,000 | +8.1% | 6,330 | 0.0% | 1.07% | +1.6% |
| Q1 2021 | $1,598,000 | +23.6% | 6,330 | +20.4% | 1.05% | +13.9% |
| Q4 2020 | $1,293,000 | +9.0% | 5,258 | +0.7% | 0.92% | -6.6% |
| Q3 2020 | $1,186,000 | +15.9% | 5,220 | +10.1% | 0.99% | -3.4% |
| Q2 2020 | $1,023,000 | -2.9% | 4,742 | -15.5% | 1.02% | +2.4% |
| Q1 2020 | $1,054,000 | -5.4% | 5,614 | +8.8% | 1.00% | +8.9% |
| Q4 2019 | $1,114,000 | -7.0% | 5,162 | -18.5% | 0.92% | -4.8% |
| Q3 2019 | $1,198,000 | -3.2% | 6,335 | 0.0% | 0.96% | -3.0% |
| Q2 2019 | $1,237,000 | +0.7% | 6,335 | 0.0% | 0.99% | -2.9% |
| Q1 2019 | $1,228,000 | +7.2% | 6,335 | 0.0% | 1.02% | -1.9% |
| Q4 2018 | $1,145,000 | -11.6% | 6,335 | -0.8% | 1.04% | +1.9% |
| Q3 2018 | $1,295,000 | – | 6,383 | – | 1.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 34,434 | $8,712,000 | 6.88% |
| Kalos Management, Inc. | 7,330 | $1,924,000 | 4.75% |
| First Citizens Financial Corp | 18,196 | $4,604,000 | 4.53% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 21,003 | $5,314,000 | 3.34% |
| Goodwin Investment Advisory | 15,618 | $3,951,000 | 2.99% |
| ETFIDEA, LLC | 19,832 | $5,017,568 | 2.59% |
| Oakworth Capital, Inc. | 82,156 | $20,785,000 | 2.30% |
| HC Advisors, LLC | 12,493 | $3,161,000 | 2.18% |
| Wealth Enhancement & Preservation of GA, LLC | 5,107 | $1,292,000 | 2.07% |
| HWG Holdings LP | 9,381 | $2,373,000 | 1.70% |