ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 476 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,121 | -9.9% | 1,015 | -6.5% | 0.16% | -9.0% |
| Q2 2023 | $304,354 | +0.8% | 1,086 | -1.8% | 0.18% | -9.6% |
| Q1 2023 | $302,004 | -12.0% | 1,106 | -8.6% | 0.20% | -19.3% |
| Q4 2022 | $343,289 | -91.3% | 1,210 | -92.3% | 0.24% | -91.8% |
| Q3 2022 | $3,951,000 | -98.6% | 15,618 | +1398.8% | 2.99% | +1284.3% |
| Q2 2022 | $280,214,000 | +85855.2% | 1,042 | -7.5% | 0.22% | -3.6% |
| Q1 2022 | $326,000 | – | 1,126 | – | 0.22% | – |
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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% |