ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 459 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,271,697 | -6.0% | 15,817 | -2.4% | 2.54% | -3.7% |
| Q2 2023 | $4,543,452 | +2.7% | 16,212 | +0.1% | 2.64% | -3.6% |
| Q1 2023 | $4,423,299 | +24.2% | 16,199 | +29.0% | 2.73% | +12.4% |
| Q4 2022 | $3,562,830 | +12.7% | 12,558 | +0.5% | 2.43% | +11.8% |
| Q3 2022 | $3,161,000 | +6.2% | 12,493 | +12.8% | 2.18% | +2.6% |
| Q2 2022 | $2,977,000 | -0.9% | 11,071 | +6.4% | 2.12% | +11.2% |
| Q1 2022 | $3,004,000 | -4.8% | 10,401 | -1.0% | 1.91% | -1.6% |
| Q4 2021 | $3,157,000 | +2.8% | 10,510 | -5.6% | 1.94% | -3.9% |
| Q3 2021 | $3,071,000 | -11.2% | 11,130 | -12.2% | 2.02% | -5.3% |
| Q2 2021 | $3,460,000 | +9.9% | 12,680 | +1.7% | 2.13% | +4.6% |
| Q1 2021 | $3,148,000 | +0.5% | 12,470 | -2.1% | 2.04% | -5.0% |
| Q4 2020 | $3,132,000 | +13.1% | 12,738 | +4.5% | 2.14% | -4.2% |
| Q3 2020 | $2,770,000 | +3.0% | 12,191 | -2.3% | 2.23% | +0.3% |
| Q2 2020 | $2,689,000 | +7.1% | 12,472 | +7.2% | 2.23% | -14.0% |
| Q4 2019 | $2,510,000 | – | 11,635 | – | 2.59% | – |
Download | ||||||
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% |