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 | $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 ↓ |
|---|---|---|---|
| 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% |