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 | $1,908,106 | -0.6% | 7,065 | +3.2% | 1.42% | +12.7% |
| Q2 2023 | $1,918,952 | +5.2% | 6,847 | +2.5% | 1.26% | -4.3% |
| Q1 2023 | $1,824,004 | -4.2% | 6,680 | -0.5% | 1.32% | -18.2% |
| Q4 2022 | $1,904,339 | +12.6% | 6,712 | +0.4% | 1.61% | +15.2% |
| Q3 2022 | $1,691,000 | +172.3% | 6,684 | +189.2% | 1.40% | +196.6% |
| Q2 2022 | $621,000 | -1.6% | 2,311 | +5.8% | 0.47% | +19.2% |
| Q1 2022 | $631,000 | +2.4% | 2,184 | +6.5% | 0.40% | +12.2% |
| Q4 2021 | $616,000 | – | 2,051 | – | 0.35% | – |
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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% |