ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 415 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $201,518 | +94509.4% | 738 | -1.9% | 0.04% | -4.9% |
| Q4 2022 | $213 | -99.9% | 752 | 0.0% | 0.04% | +5.1% |
| Q2 2022 | $202,000 | -7.8% | 752 | -0.9% | 0.04% | +8.3% |
| Q1 2022 | $219,000 | -5.6% | 759 | -1.6% | 0.04% | -5.3% |
| Q4 2021 | $232,000 | +8.9% | 771 | 0.0% | 0.04% | -9.5% |
| Q3 2021 | $213,000 | 0.0% | 771 | -1.0% | 0.04% | -8.7% |
| Q2 2021 | $213,000 | -3.2% | 779 | -23.6% | 0.05% | -4.2% |
| Q4 2019 | $220,000 | +4.3% | 1,020 | -8.5% | 0.05% | +2.1% |
| Q3 2019 | $211,000 | -3.2% | 1,115 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $218,000 | +3.8% | 1,115 | 0.0% | 0.05% | +14.6% |
| Q1 2019 | $210,000 | – | 1,115 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bellwether Advisors, LLC | 94,980 | $25,651,249 | 6.98% |
| Sowa Financial Group, Inc. | 34,404 | $9,292 | 6.98% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 42,634 | $11,514,168 | 6.10% |
| First Citizens Financial Corp | 21,694 | $5,858,899 | 4.13% |
| HC Advisors, LLC | 15,817 | $4,271,697 | 2.54% |
| ETFIDEA, LLC | 20,177 | $5,449,279 | 2.31% |
| MRA Advisory Group | 11,633 | $3,141,672 | 2.24% |
| Oakworth Capital, Inc. | 78,780 | $21,275,810 | 1.93% |
| FINANCIAL LIFE ADVISORS | 14,296 | $3,862,131 | 1.66% |
| Mine & Arao Wealth Creation & Management, LLC. | 9,603 | $2,593,389 | 1.58% |