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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312 | -99.9% | 1,154 | +21.2% | 0.08% | +18.2% |
| Q2 2023 | $266,811 | +22.5% | 952 | +24.4% | 0.07% | +46.7% |
| Q1 2023 | $217,724 | +846.6% | 765 | +832.9% | 0.04% | +462.5% |
| Q3 2021 | $23,000 | +4.5% | 82 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $22,000 | +10.0% | 82 | 0.0% | 0.01% | -10.0% |
| Q1 2021 | $20,000 | 0.0% | 82 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $20,000 | +5.3% | 82 | 0.0% | 0.01% | -9.1% |
| Q3 2020 | $19,000 | +5.6% | 82 | 0.0% | 0.01% | -15.4% |
| Q2 2020 | $18,000 | +20.0% | 82 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $15,000 | -16.7% | 82 | 0.0% | 0.01% | -7.1% |
| Q4 2019 | $18,000 | +12.5% | 82 | 0.0% | 0.01% | -6.7% |
| Q3 2019 | $16,000 | 0.0% | 82 | 0.0% | 0.02% | +7.1% |
| Q2 2019 | $16,000 | -5.9% | 82 | -8.9% | 0.01% | +7.7% |
| Q1 2019 | $17,000 | +21.4% | 90 | +9.8% | 0.01% | +30.0% |
| Q4 2018 | $14,000 | – | 82 | – | 0.01% | – |
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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% |