ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 476 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 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 ↓ |
|---|---|---|---|
| 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% |