ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 415 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,105,818 | +7.7% | 3,898 | -3.7% | 0.23% | +8.4% |
| Q3 2022 | $1,027,000 | -10.0% | 4,049 | -4.6% | 0.21% | +7.5% |
| Q2 2022 | $1,141,000 | -15.7% | 4,244 | -9.5% | 0.20% | 0.0% |
| Q1 2022 | $1,354,000 | -9.7% | 4,692 | -6.0% | 0.20% | +13.7% |
| Q4 2021 | $1,500,000 | +26.7% | 4,993 | +16.4% | 0.18% | +12.9% |
| Q3 2021 | $1,184,000 | +12.3% | 4,291 | +11.1% | 0.16% | +21.1% |
| Q2 2021 | $1,054,000 | +10.9% | 3,863 | +2.7% | 0.13% | -5.9% |
| Q1 2021 | $950,000 | +1.6% | 3,762 | -1.3% | 0.14% | +2.3% |
| Q4 2020 | $935,000 | +3.3% | 3,811 | -4.3% | 0.13% | +478.3% |
| Q3 2020 | $905,000 | +24.1% | 3,983 | +17.8% | 0.02% | -83.0% |
| Q2 2020 | $729,000 | +120.2% | 3,380 | +120.8% | 0.14% | +114.3% |
| Q4 2019 | $331,000 | -26.1% | 1,531 | -35.6% | 0.06% | -38.8% |
| Q3 2019 | $448,000 | -3.2% | 2,376 | +0.3% | 0.10% | +18.4% |
| Q2 2019 | $463,000 | -3.1% | 2,370 | -3.9% | 0.09% | -16.3% |
| Q1 2019 | $478,000 | +7.4% | 2,467 | +0.1% | 0.10% | -21.8% |
| Q4 2018 | $445,000 | +49.3% | 2,464 | +68.3% | 0.13% | -67.2% |
| Q3 2018 | $298,000 | +43.3% | 1,464 | +25.8% | 0.41% | +174.3% |
| Q2 2018 | $208,000 | +3.5% | 1,164 | 0.0% | 0.15% | -3.3% |
| Q1 2018 | $201,000 | – | 1,164 | – | 0.15% | – |
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% |