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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $336,000 | +8.7% | 1,120 | 0.0% | 0.12% | -4.1% |
| Q3 2021 | $309,000 | +1.0% | 1,120 | 0.0% | 0.12% | +0.8% |
| Q2 2021 | $306,000 | +8.1% | 1,120 | 0.0% | 0.12% | +1.7% |
| Q1 2021 | $283,000 | +2.9% | 1,120 | 0.0% | 0.12% | +0.8% |
| Q4 2020 | $275,000 | +8.3% | 1,120 | 0.0% | 0.12% | -1.7% |
| Q3 2020 | $254,000 | +5.0% | 1,120 | 0.0% | 0.12% | -0.8% |
| Q2 2020 | $242,000 | +15.2% | 1,120 | 0.0% | 0.12% | -2.4% |
| Q1 2020 | $210,000 | -13.2% | 1,120 | 0.0% | 0.12% | +13.8% |
| Q4 2019 | $242,000 | +14.2% | 1,120 | 0.0% | 0.11% | +5.8% |
| Q3 2019 | $212,000 | -3.2% | 1,120 | 0.0% | 0.10% | -8.8% |
| Q2 2019 | $219,000 | +0.9% | 1,120 | 0.0% | 0.11% | +27.0% |
| Q1 2019 | $217,000 | – | 1,120 | – | 0.09% | – |
Download | ||||||
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% |