ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 412 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.03 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 ↓ |
|---|---|---|---|
| Bellwether Advisors, LLC | 94,980 | $25,651,249 | 6.98% |
| Sowa Financial Group, Inc. | 34,404 | $9,292 | 6.98% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 42,634 | $11,514,168 | 6.10% |
| First Citizens Financial Corp | 21,694 | $5,858,899 | 4.13% |
| HC Advisors, LLC | 15,817 | $4,271,697 | 2.54% |
| ETFIDEA, LLC | 20,177 | $5,449,279 | 2.31% |
| MRA Advisory Group | 11,633 | $3,141,672 | 2.24% |
| Oakworth Capital, Inc. | 78,780 | $21,275,810 | 1.93% |
| FINANCIAL LIFE ADVISORS | 14,296 | $3,862,131 | 1.66% |
| Mine & Arao Wealth Creation & Management, LLC. | 9,603 | $2,593,389 | 1.58% |