ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 477 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,980,000 | +13.7% | 9,921 | +4.4% | 1.11% | +3.6% |
| Q3 2021 | $2,621,000 | +4.3% | 9,499 | +3.1% | 1.08% | +4.1% |
| Q2 2021 | $2,514,000 | +13.1% | 9,214 | +4.6% | 1.03% | +1.1% |
| Q1 2021 | $2,223,000 | +3.6% | 8,805 | +1.0% | 1.02% | -1.3% |
| Q4 2020 | $2,145,000 | +2.9% | 8,721 | -4.9% | 1.04% | -19.3% |
| Q3 2020 | $2,084,000 | +6.5% | 9,173 | +1.1% | 1.28% | +5.0% |
| Q2 2020 | $1,957,000 | +32.0% | 9,077 | +15.0% | 1.22% | -37.0% |
| Q1 2020 | $1,483,000 | -7.9% | 7,895 | +6.8% | 1.94% | +12.5% |
| Q4 2019 | $1,611,000 | – | 7,395 | – | 1.72% | – |
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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% |