ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 376 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $305,719 | -3.6% | 1,132 | 0.0% | 0.14% | -1.4% |
| Q2 2023 | $317,246 | +0.9% | 1,132 | -1.7% | 0.14% | -2.8% |
| Q1 2023 | $314,565 | -27.2% | 1,152 | -24.3% | 0.14% | -34.5% |
| Q4 2022 | $431,807 | +12.2% | 1,522 | 0.0% | 0.22% | -0.5% |
| Q3 2022 | $385,000 | -5.9% | 1,522 | 0.0% | 0.22% | -3.5% |
| Q2 2022 | $409,000 | -7.0% | 1,522 | 0.0% | 0.23% | +7.5% |
| Q1 2022 | $440,000 | -3.7% | 1,522 | 0.0% | 0.21% | -3.2% |
| Q4 2021 | $457,000 | +8.8% | 1,522 | 0.0% | 0.22% | -3.5% |
| Q3 2021 | $420,000 | +1.2% | 1,522 | 0.0% | 0.23% | -2.6% |
| Q2 2021 | $415,000 | +39.7% | 1,522 | +29.3% | 0.23% | +28.6% |
| Q1 2021 | $297,000 | +2.8% | 1,177 | 0.0% | 0.18% | +1.1% |
| Q4 2020 | $289,000 | -1.7% | 1,177 | -9.0% | 0.18% | +6.5% |
| Q3 2020 | $294,000 | +5.4% | 1,293 | 0.0% | 0.17% | +4.3% |
| Q2 2020 | $279,000 | +26.2% | 1,293 | +10.1% | 0.16% | +12.5% |
| Q1 2020 | $221,000 | +8.9% | 1,174 | +9.3% | 0.14% | +32.1% |
| Q4 2019 | $203,000 | -9.4% | 1,074 | -6.8% | 0.11% | -8.4% |
| Q3 2019 | $224,000 | -8.6% | 1,152 | -8.4% | 0.12% | -11.2% |
| Q2 2019 | $245,000 | +7.9% | 1,257 | +6.2% | 0.13% | +109.4% |
| Q1 2019 | $227,000 | – | 1,184 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 34,434 | $8,712,000 | 6.88% |
| Kalos Management, Inc. | 7,330 | $1,924,000 | 4.75% |
| First Citizens Financial Corp | 18,196 | $4,604,000 | 4.53% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 21,003 | $5,314,000 | 3.34% |
| Goodwin Investment Advisory | 15,618 | $3,951,000 | 2.99% |
| ETFIDEA, LLC | 19,832 | $5,017,568 | 2.59% |
| Oakworth Capital, Inc. | 82,156 | $20,785,000 | 2.30% |
| HC Advisors, LLC | 12,493 | $3,161,000 | 2.18% |
| Wealth Enhancement & Preservation of GA, LLC | 5,107 | $1,292,000 | 2.07% |
| HWG Holdings LP | 9,381 | $2,373,000 | 1.70% |