ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $448,046 | -11.6% | 1,659 | -8.2% | 0.15% | +49.5% |
| Q2 2023 | $506,616 | -9.1% | 1,808 | -11.5% | 0.10% | -13.2% |
| Q1 2023 | $557,483 | -36.3% | 2,042 | -33.8% | 0.11% | -39.4% |
| Q4 2022 | $875,661 | +83.6% | 3,086 | +63.5% | 0.19% | +69.4% |
| Q3 2022 | $477,000 | -8.1% | 1,887 | -2.2% | 0.11% | +4.7% |
| Q2 2022 | $519,000 | +15.3% | 1,929 | +23.8% | 0.11% | +41.3% |
| Q1 2022 | $450,000 | -3.8% | 1,558 | 0.0% | 0.08% | 0.0% |
| Q4 2021 | $468,000 | -13.8% | 1,558 | -38.1% | 0.08% | -78.1% |
| Q4 2019 | $543,000 | – | 2,515 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tredje AP-fonden | 832,000 | $148,681,000 | 5.16% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 12,822 | $2,285,000 | 1.71% |
| PETTYJOHN, WOOD & WHITE, INC | 24,738 | $4,408,000 | 1.54% |
| Peachtree Investment Advisors, Inc. | 11,645 | $2,075,000 | 1.50% |
| Oakworth Capital, Inc. | 40,313 | $7,183,000 | 1.49% |
| SP Asset Management | 22,456 | $4,315,000 | 1.18% |
| MURPHY CAPITAL MANAGEMENT INC | 43,759 | $7,797,000 | 1.13% |
| FIRST UNITED BANK & TRUST | 9,238 | $1,646,000 | 1.09% |
| Stillwater Capital Advisors, LLC | 22,817 | $4,066,000 | 0.97% |
| Summit X, LLC | 8,007 | $1,419,000 | 0.79% |