ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 415 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $252,484 | -20.3% | 935 | -17.3% | 0.01% | -13.3% |
| Q2 2023 | $316,653 | +37.6% | 1,130 | +39.3% | 0.02% | -6.2% |
| Q4 2022 | $230,089 | +3.2% | 811 | -8.2% | 0.02% | -11.1% |
| Q3 2022 | $223,000 | -5.9% | 883 | 0.0% | 0.02% | -10.0% |
| Q2 2022 | $237,000 | -7.1% | 883 | 0.0% | 0.02% | +11.1% |
| Q1 2022 | $255,000 | -25.0% | 883 | -22.1% | 0.02% | -28.0% |
| Q4 2021 | $340,000 | +295.3% | 1,133 | +184.0% | 0.02% | -46.8% |
| Q2 2020 | $86,000 | – | 399 | – | 0.05% | – |
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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% |