ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 366 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $518,039 | -7.4% | 1,918 | -3.9% | 0.01% | 0.0% |
| Q2 2023 | $559,516 | +21.7% | 1,996 | +18.5% | 0.01% | 0.0% |
| Q1 2023 | $459,928 | +20.1% | 1,684 | +24.7% | 0.01% | -53.8% |
| Q4 2022 | $383,071 | +30.7% | 1,350 | +16.8% | 0.01% | +8.3% |
| Q3 2022 | $293,000 | +1.0% | 1,156 | +15.0% | 0.01% | +20.0% |
| Q1 2022 | $290,000 | -10.5% | 1,005 | -6.8% | 0.01% | -9.1% |
| Q4 2021 | $324,000 | +9.1% | 1,078 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $297,000 | +8.4% | 1,078 | +7.3% | 0.01% | 0.0% |
| Q2 2021 | $274,000 | +7.9% | 1,005 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $254,000 | +2.8% | 1,005 | -0.1% | 0.01% | -8.3% |
| Q4 2020 | $247,000 | +7.9% | 1,006 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $229,000 | +5.5% | 1,006 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $217,000 | +14.8% | 1,006 | 0.0% | 0.01% | -7.7% |
| Q1 2020 | $189,000 | -12.9% | 1,006 | 0.0% | 0.01% | -23.5% |
| Q4 2019 | $217,000 | – | 1,006 | – | 0.02% | – |
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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% |