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 ↓ |
|---|---|---|---|
| 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% |