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 ↓ |
|---|---|---|---|
| Bellwether Advisors, LLC | 94,980 | $25,651,249 | 6.98% |
| Sowa Financial Group, Inc. | 34,404 | $9,292 | 6.98% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 42,634 | $11,514,168 | 6.10% |
| First Citizens Financial Corp | 21,694 | $5,858,899 | 4.13% |
| HC Advisors, LLC | 15,817 | $4,271,697 | 2.54% |
| ETFIDEA, LLC | 20,177 | $5,449,279 | 2.31% |
| MRA Advisory Group | 11,633 | $3,141,672 | 2.24% |
| Oakworth Capital, Inc. | 78,780 | $21,275,810 | 1.93% |
| FINANCIAL LIFE ADVISORS | 14,296 | $3,862,131 | 1.66% |
| Mine & Arao Wealth Creation & Management, LLC. | 9,603 | $2,593,389 | 1.58% |