ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $672,475 | +63.1% | 2,490 | +69.3% | 0.01% | +14.3% |
| Q2 2023 | $412,251 | -39.9% | 1,471 | -41.5% | 0.01% | -41.7% |
| Q1 2023 | $686,473 | +61.4% | 2,514 | +67.7% | 0.01% | +50.0% |
| Q4 2022 | $425,282 | +7.4% | 1,499 | -4.2% | 0.01% | -11.1% |
| Q3 2022 | $396,000 | -5.7% | 1,564 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $420,000 | -6.9% | 1,563 | 0.0% | 0.01% | +50.0% |
| Q1 2022 | $451,000 | +4.9% | 1,563 | +9.1% | 0.01% | -45.5% |
| Q4 2021 | $430,000 | -0.2% | 1,433 | -8.3% | 0.01% | 0.0% |
| Q3 2021 | $431,000 | +10.2% | 1,563 | +9.1% | 0.01% | -21.4% |
| Q2 2021 | $391,000 | – | 1,433 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,665 | $13,116,000 | 5.81% |
| Sowa Financial Group, Inc. | 33,003 | $9,913,000 | 5.80% |
| First Citizens Financial Corp | 18,297 | $5,496,000 | 4.02% |
| Audent Global Asset Management, LLC | 30,566 | $9,181,000 | 3.84% |
| Oakworth Capital, Inc. | 77,213 | $23,192,000 | 1.97% |
| ETFIDEA, LLC | 16,208 | $4,868,482 | 1.96% |
| HC Advisors, LLC | 10,510 | $3,157,000 | 1.94% |
| Dentgroup LLC | 5,420 | $1,628,000 | 1.54% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,738 | $2,625,000 | 1.45% |
| My Personal CFO, LLC | 4,950 | $1,487,000 | 1.30% |