ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 457 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $180,483 | +2.6% | 644 | 0.0% | 0.02% | -4.5% |
| Q1 2023 | $175,851 | -6.8% | 644 | -3.2% | 0.02% | -4.3% |
| Q4 2022 | $188,667 | +6.6% | 665 | -5.0% | 0.02% | -4.2% |
| Q3 2022 | $177,000 | +46.3% | 700 | +55.6% | 0.02% | +60.0% |
| Q2 2022 | $121,000 | -6.9% | 450 | 0.0% | 0.02% | +7.1% |
| Q1 2022 | $130,000 | -3.7% | 450 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $135,000 | +8.9% | 450 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $124,000 | +0.8% | 450 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $123,000 | +7.9% | 450 | 0.0% | 0.01% | +7.7% |
| Q1 2021 | $114,000 | -57.6% | 450 | -58.8% | 0.01% | -65.8% |
| Q4 2020 | $269,000 | +8.5% | 1,092 | +0.1% | 0.04% | -5.0% |
| Q3 2020 | $248,000 | -5.3% | 1,091 | -10.2% | 0.04% | -13.0% |
| Q2 2020 | $262,000 | +14.9% | 1,215 | 0.0% | 0.05% | 0.0% |
| Q1 2020 | $228,000 | -3.0% | 1,215 | +11.4% | 0.05% | -24.6% |
| Q4 2019 | $235,000 | +14.1% | 1,091 | 0.0% | 0.06% | +15.1% |
| Q3 2019 | $206,000 | -3.3% | 1,091 | 0.0% | 0.05% | -8.6% |
| Q2 2019 | $213,000 | +273.7% | 1,091 | +269.8% | 0.06% | +241.2% |
| Q1 2019 | $57,000 | +7.5% | 295 | 0.0% | 0.02% | -5.6% |
| Q4 2018 | $53,000 | -11.7% | 295 | 0.0% | 0.02% | -5.3% |
| Q3 2018 | $60,000 | +13.2% | 295 | 0.0% | 0.02% | +5.6% |
| Q2 2018 | $53,000 | +3.9% | 295 | 0.0% | 0.02% | -5.3% |
| Q1 2018 | $51,000 | -37.8% | 295 | -37.2% | 0.02% | -48.6% |
| Q4 2017 | $82,000 | +1.2% | 470 | 0.0% | 0.04% | -7.5% |
| Q3 2017 | $81,000 | -18.2% | 470 | -21.0% | 0.04% | -7.0% |
| Q2 2017 | $99,000 | – | 595 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 32,393 | $8,938,000 | 5.80% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,437 | $11,985,000 | 5.64% |
| First Citizens Financial Corp | 18,623 | $5,138,000 | 4.10% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 2.02% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 2.02% |
| PGIM Custom Harvest LLC | 39,677 | $10,948,000 | 1.66% |
| TrueWealth Advisors, LLC | 9,506 | $2,623,000 | 1.48% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,347 | $2,303,000 | 1.38% |
| PETTYJOHN, WOOD & WHITE, INC | 20,138 | $5,556,000 | 1.23% |
| AUA CAPITAL MANAGEMENT, LLC | 6,330 | $1,747,000 | 1.11% |