ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 366 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $970,521 | -0.8% | 15,836 | +0.3% | 0.03% | -10.0% |
| Q1 2024 | $977,886 | +51.8% | 15,794 | +601.0% | 0.03% | +30.4% |
| Q4 2023 | $644,266 | -4.0% | 2,253 | -9.3% | 0.02% | -17.9% |
| Q3 2023 | $671,205 | -3.4% | 2,484 | +0.2% | 0.03% | -3.4% |
| Q2 2023 | $694,736 | -0.5% | 2,479 | -3.1% | 0.03% | -12.1% |
| Q1 2023 | $698,351 | -3.5% | 2,557 | +0.3% | 0.03% | -10.8% |
| Q4 2022 | $723,900 | +15.8% | 2,550 | +3.2% | 0.04% | +5.7% |
| Q3 2022 | $625,000 | -5.2% | 2,471 | +0.8% | 0.04% | -2.8% |
| Q2 2022 | $659,000 | +5.6% | 2,452 | +13.5% | 0.04% | 0.0% |
| Q1 2022 | $624,000 | -2.2% | 2,160 | +1.6% | 0.04% | -7.7% |
| Q4 2021 | $638,000 | +12.3% | 2,125 | +3.2% | 0.04% | 0.0% |
| Q3 2021 | $568,000 | +14.7% | 2,060 | +13.6% | 0.04% | +5.4% |
| Q2 2021 | $495,000 | – | 1,814 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 275,932 | $16,906,349 | 8.08% |
| Perbak Capital Partners LLP | 427,851 | $26,214,431 | 7.75% |
| Sowa Financial Group, Inc. | 108,907 | $6,673 | 5.05% |
| Bellwether Advisors, LLC | 376,352 | $23,059,075 | 4.84% |
| First Citizens Financial Corp | 110,781 | $6,787,552 | 4.02% |
| HC Advisors, LLC | 61,400 | $3,761,984 | 3.47% |
| Audent Global Asset Management, LLC | 40,479 | $2,480,168 | 2.58% |
| Sheridan Capital Management, LLC | 56,655 | $3,453,708 | 2.57% |
| ETFIDEA, LLC | 97,358 | $5,965,126 | 2.02% |
| Oakworth Capital, Inc. | 393,851 | $24,131,192 | 1.76% |