ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 457 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 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 ↓ |
|---|---|---|---|
| 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% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 2.02% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 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% |