ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 476 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $205,487 | -1.7% | 724 | -6.9% | 0.08% | -13.3% |
| Q2 2022 | $209,000 | -9.1% | 778 | -2.5% | 0.10% | +10.1% |
| Q1 2022 | $230,000 | -18.7% | 798 | -15.5% | 0.09% | -16.0% |
| Q4 2021 | $283,000 | -4.1% | 944 | -11.7% | 0.11% | -12.4% |
| Q3 2021 | $295,000 | -0.3% | 1,069 | -1.5% | 0.12% | 0.0% |
| Q2 2021 | $296,000 | -1.3% | 1,085 | -8.7% | 0.12% | -12.3% |
| Q1 2021 | $300,000 | -7.4% | 1,188 | -9.7% | 0.14% | -6.8% |
| Q4 2020 | $324,000 | -9.5% | 1,316 | -16.5% | 0.15% | -21.3% |
| Q3 2020 | $358,000 | +0.3% | 1,576 | -4.7% | 0.19% | -9.6% |
| Q2 2020 | $357,000 | +5.9% | 1,653 | -7.9% | 0.21% | -26.8% |
| Q1 2020 | $337,000 | -20.9% | 1,795 | -9.1% | 0.28% | +5.2% |
| Q4 2019 | $426,000 | +3.6% | 1,974 | -9.6% | 0.27% | -10.0% |
| Q3 2019 | $411,000 | -3.7% | 2,183 | +0.4% | 0.30% | -7.1% |
| Q2 2019 | $427,000 | +7.3% | 2,175 | +0.5% | 0.32% | +3.5% |
| Q1 2019 | $398,000 | +1.3% | 2,165 | -0.5% | 0.31% | -14.5% |
| Q4 2018 | $393,000 | -5.5% | 2,176 | +4.4% | 0.36% | +9.0% |
| Q3 2018 | $416,000 | – | 2,084 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 32,393 | $8,938,000 | 5.80% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,437 | $11,985,000 | 5.64% |
| First Citizens Financial Corp | 18,623 | $5,138,000 | 4.10% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 2.02% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 2.02% |
| PGIM Custom Harvest LLC | 39,677 | $10,948,000 | 1.66% |
| TrueWealth Advisors, LLC | 9,506 | $2,623,000 | 1.48% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,347 | $2,303,000 | 1.38% |
| PETTYJOHN, WOOD & WHITE, INC | 20,138 | $5,556,000 | 1.23% |
| AUA CAPITAL MANAGEMENT, LLC | 6,330 | $1,747,000 | 1.11% |