ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 464 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $71,560 | +5.5% | 250 | 0.0% | 0.01% | -9.1% |
| Q3 2023 | $67,810 | -3.2% | 250 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $70,063 | +2.6% | 250 | 0.0% | 0.01% | -38.9% |
| Q1 2023 | $68,265 | -3.8% | 250 | 0.0% | 0.02% | -35.7% |
| Q4 2022 | $70,928 | +12.6% | 250 | 0.0% | 0.03% | -3.4% |
| Q3 2022 | $63,000 | -6.0% | 250 | 0.0% | 0.03% | -6.5% |
| Q2 2022 | $67,000 | -6.9% | 250 | 0.0% | 0.03% | +10.7% |
| Q1 2022 | $72,000 | -4.0% | 250 | 0.0% | 0.03% | -15.2% |
| Q4 2021 | $75,000 | +8.7% | 250 | 0.0% | 0.03% | -5.7% |
| Q3 2021 | $69,000 | – | 250 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 87,720 | $11,429,916,000 | 5.97% |
| LVZ, Inc. | 54,430 | $6,978,000 | 5.18% |
| Shamrock Asset Management LLC | 125,822 | $16,132,000 | 5.00% |
| Transamerica Financial Advisors, Inc. | 385,137 | $49,379,000 | 4.30% |
| Prospera Financial Services Inc | 122,622 | $15,721,000 | 4.25% |
| Quantitative Advantage, LLC | 103,973 | $13,330,000 | 3.10% |
| Arrow Investment Advisors, LLC | 132,650 | $17,007,000 | 3.07% |
| CINQUE PARTNERS LLC | 37,916 | $4,861,000 | 2.50% |
| Oakworth Capital, Inc. | 26,936 | $3,454,000 | 2.10% |
| Dorsey Wright & Associates | 132,650 | $17,007,000 | 2.00% |