ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 355 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,107,943 | +0.3% | 7,805 | +4.1% | 0.61% | -2.6% |
| Q2 2023 | $2,101,661 | +5.4% | 7,499 | +2.7% | 0.62% | -2.3% |
| Q1 2023 | $1,994,334 | -4.2% | 7,304 | -0.4% | 0.64% | -12.7% |
| Q4 2022 | $2,081,514 | +14.7% | 7,337 | +2.3% | 0.73% | +4.6% |
| Q3 2022 | $1,814,000 | +0.6% | 7,170 | +6.9% | 0.70% | -1.0% |
| Q2 2022 | $1,803,000 | -1.7% | 6,705 | +5.6% | 0.71% | +6.6% |
| Q1 2022 | $1,834,000 | +10.0% | 6,351 | +14.4% | 0.66% | -3.1% |
| Q4 2021 | $1,667,000 | +16.4% | 5,551 | +7.0% | 0.68% | +0.1% |
| Q3 2021 | $1,432,000 | +14.4% | 5,189 | +13.1% | 0.68% | +11.6% |
| Q2 2021 | $1,252,000 | +15.7% | 4,590 | +7.1% | 0.61% | +5.0% |
| Q1 2021 | $1,082,000 | +36.8% | 4,285 | +33.1% | 0.58% | +24.3% |
| Q4 2020 | $791,000 | +22.8% | 3,220 | +13.5% | 0.47% | +5.9% |
| Q3 2020 | $644,000 | +11.4% | 2,837 | +5.8% | 0.44% | -33.8% |
| Q2 2020 | $578,000 | +32.9% | 2,681 | +15.9% | 0.67% | -1.5% |
| Q1 2020 | $435,000 | -12.8% | 2,314 | 0.0% | 0.68% | +54.4% |
| Q4 2019 | $499,000 | +30.3% | 2,314 | +14.3% | 0.44% | +15.7% |
| Q3 2019 | $383,000 | -3.0% | 2,024 | 0.0% | 0.38% | +3.5% |
| Q2 2019 | $395,000 | +0.8% | 2,024 | +0.0% | 0.37% | +33.8% |
| Q1 2019 | $392,000 | +7.4% | 2,023 | +0.3% | 0.28% | -4.8% |
| Q4 2018 | $365,000 | -5.4% | 2,017 | +6.1% | 0.29% | +5.5% |
| Q3 2018 | $386,000 | +21.4% | 1,901 | +6.4% | 0.27% | -28.6% |
| Q2 2018 | $318,000 | +37.7% | 1,787 | +33.8% | 0.38% | +113.3% |
| Q1 2018 | $231,000 | – | 1,336 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bellwether Advisors, LLC | 94,980 | $25,651,249 | 6.98% |
| Sowa Financial Group, Inc. | 34,404 | $9,292 | 6.98% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 42,634 | $11,514,168 | 6.10% |
| First Citizens Financial Corp | 21,694 | $5,858,899 | 4.13% |
| HC Advisors, LLC | 15,817 | $4,271,697 | 2.54% |
| ETFIDEA, LLC | 20,177 | $5,449,279 | 2.31% |
| MRA Advisory Group | 11,633 | $3,141,672 | 2.24% |
| Oakworth Capital, Inc. | 78,780 | $21,275,810 | 1.93% |
| FINANCIAL LIFE ADVISORS | 14,296 | $3,862,131 | 1.66% |
| Mine & Arao Wealth Creation & Management, LLC. | 9,603 | $2,593,389 | 1.58% |