ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 476 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 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 | 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% |