ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 466 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $948,888 | +338.5% | 15,487 | +343.0% | 0.00% | – |
| Q1 2024 | $216,403 | -79.2% | 3,496 | -3.8% | 0.00% | -100.0% |
| Q4 2023 | $1,040,197 | +10.4% | 3,634 | +4.2% | 0.00% | 0.0% |
| Q3 2023 | $942,005 | +5669.6% | 3,488 | +472.7% | 0.00% | – |
| Q2 2023 | $16,327 | -90.6% | 609 | -4.1% | 0.00% | -100.0% |
| Q1 2023 | $173,393 | -65.9% | 635 | -64.5% | 0.00% | -66.7% |
| Q4 2022 | $507,841 | -15.5% | 1,790 | -24.6% | 0.00% | -25.0% |
| Q3 2022 | $601,000 | +0.8% | 2,374 | +7.1% | 0.00% | 0.0% |
| Q2 2022 | $596,000 | +80.6% | 2,217 | +94.3% | 0.00% | +33.3% |
| Q1 2022 | $330,000 | -91.2% | 1,141 | -90.8% | 0.00% | -89.7% |
| Q4 2021 | $3,734,000 | +1252.9% | 12,432 | +1143.2% | 0.03% | +866.7% |
| Q3 2021 | $276,000 | – | 1,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 275,932 | $16,906,349 | 8.08% |
| Perbak Capital Partners LLP | 427,851 | $26,214,431 | 7.75% |
| Sowa Financial Group, Inc. | 108,907 | $6,673 | 5.05% |
| Bellwether Advisors, LLC | 376,352 | $23,059,075 | 4.84% |
| First Citizens Financial Corp | 110,781 | $6,787,552 | 4.02% |
| HC Advisors, LLC | 61,400 | $3,761,984 | 3.47% |
| Audent Global Asset Management, LLC | 40,479 | $2,480,168 | 2.58% |
| Sheridan Capital Management, LLC | 56,655 | $3,453,708 | 2.57% |
| ETFIDEA, LLC | 97,358 | $5,965,126 | 2.02% |
| Oakworth Capital, Inc. | 393,851 | $24,131,192 | 1.76% |