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 | $1,495,386 | -3.6% | 5,537 | 0.0% | 0.14% | +4.6% |
| Q2 2023 | $1,551,767 | +1.8% | 5,537 | -0.8% | 0.13% | -2.2% |
| Q1 2023 | $1,524,744 | -2.1% | 5,584 | 0.0% | 0.13% | -0.7% |
| Q4 2022 | $1,556,693 | +9.7% | 5,584 | -0.4% | 0.14% | -7.5% |
| Q3 2022 | $1,419,000 | +76.3% | 5,609 | +87.3% | 0.15% | +84.8% |
| Q2 2022 | $805,000 | -45.5% | 2,995 | -41.5% | 0.08% | -38.3% |
| Q1 2022 | $1,477,000 | -3.8% | 5,117 | +0.0% | 0.13% | -1.5% |
| Q4 2021 | $1,536,000 | +119.7% | 5,116 | +101.8% | 0.13% | +106.3% |
| Q3 2021 | $699,000 | +1.2% | 2,535 | 0.0% | 0.06% | -1.6% |
| Q2 2021 | $691,000 | +7.5% | 2,535 | -0.6% | 0.06% | 0.0% |
| Q1 2021 | $643,000 | -13.6% | 2,550 | -15.8% | 0.06% | -42.9% |
| Q4 2020 | $744,000 | +8.3% | 3,027 | +0.0% | 0.11% | +36.6% |
| Q3 2020 | $687,000 | -99.9% | 3,026 | -4.0% | 0.08% | -4.7% |
| Q2 2020 | $679,517,000 | +114104.5% | 3,151 | -0.7% | 0.09% | -4.4% |
| Q1 2020 | $595,000 | +2.4% | 3,172 | +17.6% | 0.09% | +20.0% |
| Q4 2019 | $581,000 | +13.7% | 2,697 | -0.9% | 0.08% | +5.6% |
| Q3 2019 | $511,000 | +0.2% | 2,721 | +4.0% | 0.07% | 0.0% |
| Q2 2019 | $510,000 | +2.0% | 2,616 | +1.4% | 0.07% | -4.1% |
| Q1 2019 | $500,000 | – | 2,580 | – | 0.07% | – |
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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% |