ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 376 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $201,266 | -9.8% | 718 | -8.8% | 0.08% | -28.3% |
| Q4 2022 | $223,237 | +4.8% | 787 | -0.8% | 0.11% | +21.8% |
| Q2 2022 | $213,000 | -7.0% | 793 | 0.0% | 0.09% | +13.0% |
| Q1 2022 | $229,000 | -8.4% | 793 | -4.8% | 0.08% | +5.5% |
| Q4 2021 | $250,000 | +9.2% | 833 | +0.1% | 0.07% | -2.7% |
| Q3 2021 | $229,000 | -6.1% | 832 | -16.3% | 0.08% | -15.7% |
| Q4 2020 | $244,000 | -96.3% | 994 | -96.5% | 0.09% | -96.6% |
| Q3 2020 | $6,520,000 | +11.3% | 28,697 | +5.7% | 2.59% | +4.4% |
| Q2 2020 | $5,857,000 | +372.7% | 27,159 | +328.0% | 2.48% | +203.9% |
| Q2 2019 | $1,239,000 | +50.4% | 6,346 | +49.1% | 0.82% | +20.3% |
| Q1 2019 | $824,000 | -63.0% | 4,255 | +245.4% | 0.68% | -33.2% |
| Q4 2018 | $2,229,000 | – | 1,232 | – | 1.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 35,618 | $10,105 | 7.55% |
| Kalos Management, Inc. | 7,342 | $2,082,999 | 4.69% |
| First Citizens Financial Corp | 17,987 | $5,103 | 4.41% |
| Williams Financial, LLC | 15,683 | $4,449,424 | 3.86% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 20,558 | $5,832,597 | 3.48% |
| Alpha Wave Global, LP | 55,777 | $15,824,493 | 2.89% |
| MRA Advisory Group | 12,341 | $3,501,203 | 2.75% |
| ETFIDEA, LLC | 19,872 | $5,637,966 | 2.61% |
| HC Advisors, LLC | 12,558 | $3,562,830 | 2.43% |
| Oakworth Capital, Inc. | 81,701 | $23,179,122 | 2.22% |