ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.66 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% | – |
Download | ||||||
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% |