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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $309 | +2.7% | 1,103 | 0.0% | 0.05% | 0.0% |
| Q1 2023 | $301 | -3.8% | 1,103 | 0.0% | 0.05% | -9.3% |
| Q4 2022 | $313 | -99.9% | 1,103 | -16.0% | 0.05% | -12.9% |
| Q3 2022 | $332,000 | -5.9% | 1,313 | 0.0% | 0.06% | -3.1% |
| Q2 2022 | $353,000 | -6.9% | 1,313 | 0.0% | 0.06% | +6.7% |
| Q1 2022 | $379,000 | +501.6% | 1,313 | +525.2% | 0.06% | +566.7% |
| Q4 2021 | $63,000 | +3.3% | 210 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $61,000 | +7.0% | 210 | 0.0% | 0.01% | -9.1% |
| Q2 2021 | $57,000 | -76.7% | 210 | -78.4% | 0.01% | -76.1% |
| Q1 2021 | $245,000 | – | 970 | – | 0.05% | – |
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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% |