ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $299,778 | -12.9% | 1,110 | -11.9% | 0.17% | -17.9% |
Q1 2023 | $344,056 | -11.5% | 1,260 | -8.0% | 0.21% | -21.6% |
Q4 2022 | $388,683 | +12.0% | 1,370 | 0.0% | 0.26% | +9.5% |
Q3 2022 | $347,000 | -1.1% | 1,370 | +3.0% | 0.24% | +15.3% |
Q2 2022 | $351,000 | -8.6% | 1,330 | 0.0% | 0.21% | +17.4% |
Q1 2022 | $384,000 | -4.5% | 1,330 | -0.5% | 0.18% | +1.7% |
Q4 2021 | $402,000 | +9.5% | 1,337 | +0.5% | 0.18% | +31.6% |
Q3 2021 | $367,000 | +1.1% | 1,330 | 0.0% | 0.13% | +0.8% |
Q2 2021 | $363,000 | +8.0% | 1,330 | 0.0% | 0.13% | +0.8% |
Q1 2021 | $336,000 | +13.5% | 1,330 | +10.6% | 0.13% | +5.6% |
Q4 2020 | $296,000 | +2.4% | 1,203 | -5.6% | 0.12% | -17.3% |
Q3 2020 | $289,000 | +5.1% | 1,274 | 0.0% | 0.15% | -2.6% |
Q2 2020 | $275,000 | -7.7% | 1,274 | -19.5% | 0.15% | -58.3% |
Q1 2020 | $298,000 | -13.1% | 1,582 | -0.4% | 0.37% | +103.9% |
Q4 2019 | $343,000 | +22.1% | 1,589 | +6.8% | 0.18% | -3.2% |
Q3 2019 | $281,000 | -3.4% | 1,488 | -0.1% | 0.19% | -3.6% |
Q2 2019 | $291,000 | +0.7% | 1,489 | 0.0% | 0.19% | -6.3% |
Q1 2019 | $289,000 | +7.0% | 1,489 | 0.0% | 0.21% | -1.4% |
Q4 2018 | $270,000 | -4.9% | 1,489 | +6.6% | 0.21% | +10.5% |
Q3 2018 | $284,000 | +14.5% | 1,397 | 0.0% | 0.19% | +6.1% |
Q2 2018 | $248,000 | -1.6% | 1,397 | -4.2% | 0.18% | -2.7% |
Q1 2018 | $252,000 | – | 1,459 | – | 0.18% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 46,794 | $11,507,000 | 7.35% |
Sowa Financial Group, Inc. | 30,388 | $7,473,000 | 5.03% |
First Citizens Financial Corp | 19,195 | $4,672,000 | 4.07% |
JGP Wealth Management, LLC | 58,474 | $14,776,000 | 3.42% |
Oakworth Capital, Inc. | 95,927 | $23,589,000 | 3.06% |
HC Advisors, LLC | 12,738 | $3,132,000 | 2.14% |
Cadent Capital Advisors, LLC | 16,091 | $3,957,000 | 1.95% |
Kesler, Norman & Wride, LLC | 28,270 | $6,952,000 | 1.94% |
PETTYJOHN, WOOD & WHITE, INC | 22,458 | $5,523,000 | 1.41% |
Mine & Arao Wealth Creation & Management, LLC. | 7,900 | $1,943,000 | 1.40% |