ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 471 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,394 | -0.8% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $18,545 | +8.4% | 300 | +400.0% | 0.01% | -15.4% |
| Q4 2023 | $17,104 | +6.8% | 60 | +1.7% | 0.01% | 0.0% |
| Q3 2023 | $16,019 | -3.6% | 59 | 0.0% | 0.01% | +8.3% |
| Q2 2023 | $16,623 | +2.8% | 59 | 0.0% | 0.01% | -7.7% |
| Q1 2023 | $16,164 | -3.5% | 59 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $16,746 | +11.6% | 59 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $15,000 | -6.2% | 59 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $16,000 | -5.9% | 59 | +1.7% | 0.01% | +18.2% |
| Q1 2022 | $17,000 | -5.6% | 58 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $18,000 | +12.5% | 58 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $16,000 | 0.0% | 58 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $16,000 | -27.3% | 58 | -33.3% | 0.01% | -33.3% |
| Q1 2021 | $22,000 | +4.8% | 87 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $21,000 | 0.0% | 87 | -6.5% | 0.02% | -5.3% |
| Q3 2020 | $21,000 | +5.0% | 93 | +1.1% | 0.02% | -13.6% |
| Q2 2020 | $20,000 | – | 92 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 275,932 | $16,906,349 | 8.08% |
| Perbak Capital Partners LLP | 427,851 | $26,214,431 | 7.75% |
| Sowa Financial Group, Inc. | 108,907 | $6,673 | 5.05% |
| Bellwether Advisors, LLC | 376,352 | $23,059,075 | 4.84% |
| First Citizens Financial Corp | 110,781 | $6,787,552 | 4.02% |
| HC Advisors, LLC | 61,400 | $3,761,984 | 3.47% |
| Audent Global Asset Management, LLC | 40,479 | $2,480,168 | 2.58% |
| Sheridan Capital Management, LLC | 56,655 | $3,453,708 | 2.57% |
| ETFIDEA, LLC | 97,358 | $5,965,126 | 2.02% |
| Oakworth Capital, Inc. | 393,851 | $24,131,192 | 1.76% |