ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 409 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $705,760 | -8.2% | 2,635 | -3.9% | 0.04% | -5.3% |
| Q2 2023 | $768,439 | -0.1% | 2,742 | +0.3% | 0.04% | -7.3% |
| Q1 2023 | $769,439 | -5.9% | 2,734 | -5.2% | 0.04% | -26.8% |
| Q4 2022 | $817,936 | -0.6% | 2,883 | -3.2% | 0.06% | -9.7% |
| Q3 2022 | $823,000 | +0.5% | 2,979 | -2.2% | 0.06% | -6.1% |
| Q2 2022 | $819,000 | -4.0% | 3,045 | -2.2% | 0.07% | -1.5% |
| Q1 2022 | $853,000 | -9.6% | 3,115 | -9.0% | 0.07% | -28.0% |
| Q3 2021 | $944,000 | -0.1% | 3,423 | -1.2% | 0.09% | -4.1% |
| Q2 2021 | $945,000 | +7.9% | 3,463 | -0.2% | 0.10% | -5.8% |
| Q1 2021 | $876,000 | -1.6% | 3,469 | -4.1% | 0.10% | -8.0% |
| Q4 2020 | $890,000 | +12.1% | 3,618 | +3.5% | 0.11% | -3.4% |
| Q3 2020 | $794,000 | +6.3% | 3,496 | +0.9% | 0.12% | -2.5% |
| Q2 2020 | $747,000 | +12.3% | 3,465 | -2.1% | 0.12% | -5.6% |
| Q1 2020 | $665,000 | -4.3% | 3,539 | +9.8% | 0.13% | +18.9% |
| Q4 2019 | $695,000 | +0.4% | 3,224 | -11.9% | 0.11% | -7.0% |
| Q3 2019 | $692,000 | -12.7% | 3,660 | -9.9% | 0.11% | -25.0% |
| Q2 2019 | $793,000 | +94.8% | 4,062 | +93.2% | 0.15% | +55.1% |
| Q1 2019 | $407,000 | +3.0% | 2,102 | -3.7% | 0.10% | -3.0% |
| Q4 2018 | $395,000 | -17.0% | 2,182 | -6.9% | 0.10% | -6.5% |
| Q3 2018 | $476,000 | +19.9% | 2,344 | +5.3% | 0.11% | +8.0% |
| Q2 2018 | $397,000 | +12.8% | 2,226 | +9.3% | 0.10% | +3.1% |
| Q1 2018 | $352,000 | +13.9% | 2,037 | +14.8% | 0.10% | +14.1% |
| Q4 2017 | $309,000 | +3.0% | 1,775 | +1.8% | 0.08% | -31.5% |
| Q3 2017 | $300,000 | +4.2% | 1,743 | +0.6% | 0.12% | -8.1% |
| Q2 2017 | $288,000 | +8.7% | 1,733 | +1.9% | 0.14% | -8.8% |
| Q1 2017 | $265,000 | +8.2% | 1,700 | 0.0% | 0.15% | -10.3% |
| Q4 2016 | $245,000 | – | 1,700 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 46,794 | $11,507,000 | 7.35% |
| Sowa Financial Group, Inc. | 30,388 | $7,473,000 | 5.03% |
| First Citizens Financial Corp | 19,195 | $4,672,000 | 4.07% |
| JGP Wealth Management, LLC | 58,474 | $14,776,000 | 3.42% |
| Oakworth Capital, Inc. | 95,927 | $23,589,000 | 3.06% |
| HC Advisors, LLC | 12,738 | $3,132,000 | 2.14% |
| Cadent Capital Advisors, LLC | 16,091 | $3,957,000 | 1.95% |
| Kesler, Norman & Wride, LLC | 28,270 | $6,952,000 | 1.94% |
| PETTYJOHN, WOOD & WHITE, INC | 22,458 | $5,523,000 | 1.41% |
| Mine & Arao Wealth Creation & Management, LLC. | 7,900 | $1,943,000 | 1.40% |