ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 376 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,007,517 | +12.2% | 7,433 | +16.4% | 0.14% | +14.2% |
| Q2 2023 | $1,789,356 | +18.0% | 6,385 | +15.0% | 0.12% | +10.1% |
| Q1 2023 | $1,516,478 | +2.4% | 5,554 | +6.4% | 0.11% | -5.2% |
| Q4 2022 | $1,481,218 | +40.1% | 5,221 | +25.0% | 0.12% | +30.7% |
| Q3 2022 | $1,057,000 | -2.6% | 4,176 | +3.5% | 0.09% | -3.3% |
| Q2 2022 | $1,085,000 | -25.9% | 4,033 | -20.5% | 0.09% | -21.6% |
| Q1 2022 | $1,465,000 | +138.6% | 5,074 | +127.5% | 0.12% | +110.9% |
| Q4 2021 | $614,000 | +5.5% | 2,230 | +5.7% | 0.06% | +12.2% |
| Q3 2021 | $582,000 | -5.2% | 2,110 | -5.4% | 0.05% | -10.9% |
| Q2 2021 | $614,000 | +2.2% | 2,230 | -5.4% | 0.06% | -11.3% |
| Q1 2021 | $601,000 | -91.0% | 2,357 | -91.3% | 0.06% | -92.2% |
| Q4 2020 | $6,666,000 | +8.6% | 27,108 | +0.1% | 0.80% | -5.4% |
| Q3 2020 | $6,138,000 | +42.0% | 27,078 | +35.1% | 0.84% | +35.4% |
| Q2 2020 | $4,323,000 | – | 20,048 | – | 0.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,665 | $13,116,000 | 5.81% |
| Sowa Financial Group, Inc. | 33,003 | $9,913,000 | 5.80% |
| First Citizens Financial Corp | 18,297 | $5,496,000 | 4.02% |
| Audent Global Asset Management, LLC | 30,566 | $9,181,000 | 3.84% |
| Oakworth Capital, Inc. | 77,213 | $23,192,000 | 1.97% |
| ETFIDEA, LLC | 16,208 | $4,868,482 | 1.96% |
| HC Advisors, LLC | 10,510 | $3,157,000 | 1.94% |
| Dentgroup LLC | 5,420 | $1,628,000 | 1.54% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,738 | $2,625,000 | 1.45% |
| My Personal CFO, LLC | 4,950 | $1,487,000 | 1.30% |