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 | $352,981 | -3.6% | 1,307 | 0.0% | 0.04% | -5.4% |
| Q2 2023 | $366,290 | +2.6% | 1,307 | 0.0% | 0.04% | -2.6% |
| Q1 2023 | $356,889 | -3.8% | 1,307 | 0.0% | 0.04% | -9.5% |
| Q4 2022 | $370,809 | +12.0% | 1,307 | 0.0% | 0.04% | +35.5% |
| Q3 2022 | $331,000 | -8.1% | 1,307 | -2.5% | 0.03% | -27.9% |
| Q2 2022 | $360,000 | -7.0% | 1,340 | 0.0% | 0.04% | +4.9% |
| Q1 2022 | $387,000 | -3.7% | 1,340 | 0.0% | 0.04% | -2.4% |
| Q4 2021 | $402,000 | -10.1% | 1,340 | -17.3% | 0.04% | -19.2% |
| Q3 2021 | $447,000 | +1.1% | 1,620 | 0.0% | 0.05% | +4.0% |
| Q2 2021 | $442,000 | +8.1% | 1,620 | 0.0% | 0.05% | +4.2% |
| Q1 2021 | $409,000 | +2.8% | 1,620 | 0.0% | 0.05% | -7.7% |
| Q4 2020 | $398,000 | +94.1% | 1,620 | +79.6% | 0.05% | -8.8% |
| Q3 2020 | $205,000 | +5.1% | 902 | 0.0% | 0.06% | 0.0% |
| Q2 2020 | $195,000 | – | 902 | – | 0.06% | – |
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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% |