ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $246 | 0.0% | 879 | 0.0% | 0.16% | 0.0% |
| Q2 2023 | $246 | +2.5% | 879 | 0.0% | 0.16% | +16.2% |
| Q1 2023 | $240 | -3.6% | 879 | +0.1% | 0.14% | 0.0% |
| Q4 2022 | $249 | -99.9% | 878 | +0.2% | 0.14% | +0.7% |
| Q3 2022 | $222,000 | -5.5% | 876 | 0.0% | 0.14% | 0.0% |
| Q2 2022 | $235,000 | -7.1% | 876 | +0.1% | 0.14% | +7.6% |
| Q1 2022 | $253,000 | -3.8% | 875 | +0.1% | 0.13% | -0.8% |
| Q4 2021 | $263,000 | +9.1% | 874 | +0.1% | 0.13% | +5.6% |
| Q3 2021 | $241,000 | +1.3% | 873 | 0.0% | 0.12% | +10.6% |
| Q2 2021 | $238,000 | +8.2% | 873 | +0.2% | 0.11% | +10.8% |
| Q1 2021 | $220,000 | +2.8% | 871 | 0.0% | 0.10% | -11.3% |
| Q4 2020 | $214,000 | -73.3% | 871 | -78.8% | 0.12% | -77.5% |
| Q2 2019 | $802,000 | +0.8% | 4,110 | +0.0% | 0.51% | -6.4% |
| Q1 2019 | $796,000 | +7.1% | 4,109 | +0.1% | 0.55% | -6.3% |
| Q4 2018 | $743,000 | -10.8% | 4,106 | +0.0% | 0.58% | +5.6% |
| Q3 2018 | $833,000 | +14.0% | 4,104 | +0.0% | 0.55% | +0.7% |
| Q2 2018 | $731,000 | +3.2% | 4,103 | 0.0% | 0.55% | -26.6% |
| Q1 2018 | $708,000 | -0.6% | 4,103 | +0.4% | 0.75% | -0.3% |
| Q4 2017 | $712,000 | – | 4,086 | – | 0.75% | – |
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% |