ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 355 filers reported holding ISHARES TR in Q1 2021. 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 | $523,355 | -6.5% | 1,939 | -3.0% | 0.21% | -0.9% |
| Q2 2023 | $559,497 | +2.9% | 1,998 | +0.3% | 0.22% | -1.8% |
| Q1 2023 | $543,934 | +1.5% | 1,992 | +5.6% | 0.22% | -3.5% |
| Q4 2022 | $535,665 | +12.5% | 1,887 | +0.2% | 0.23% | +4.6% |
| Q3 2022 | $476,000 | -5.0% | 1,883 | +0.9% | 0.22% | +0.5% |
| Q2 2022 | $501,000 | -6.7% | 1,866 | +0.2% | 0.22% | +6.4% |
| Q1 2022 | $537,000 | -0.4% | 1,862 | +3.7% | 0.20% | +4.1% |
| Q4 2021 | $539,000 | +15.2% | 1,796 | +5.8% | 0.20% | +14.0% |
| Q3 2021 | $468,000 | +6.6% | 1,698 | +5.5% | 0.17% | +0.6% |
| Q2 2021 | $439,000 | +10.3% | 1,610 | +1.9% | 0.17% | +3.0% |
| Q1 2021 | $398,000 | +3.4% | 1,580 | +0.8% | 0.16% | -6.8% |
| Q4 2020 | $385,000 | +9.4% | 1,567 | +1.1% | 0.18% | -8.8% |
| Q3 2020 | $352,000 | – | 1,550 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,665 | $13,116,000 | 5.81% |
| Sowa Financial Group, Inc. | 33,003 | $9,913,000 | 5.80% |
| First Citizens Financial Corp | 18,297 | $5,496,000 | 4.02% |
| Audent Global Asset Management, LLC | 30,566 | $9,181,000 | 3.84% |
| Oakworth Capital, Inc. | 77,213 | $23,192,000 | 1.97% |
| ETFIDEA, LLC | 16,208 | $4,868,482 | 1.96% |
| HC Advisors, LLC | 10,510 | $3,157,000 | 1.94% |
| Dentgroup LLC | 5,420 | $1,628,000 | 1.54% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,738 | $2,625,000 | 1.45% |
| My Personal CFO, LLC | 4,950 | $1,487,000 | 1.30% |