ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 409 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $276,881 | -3.8% | 1,014 | 0.0% | 0.04% | -11.1% |
| Q4 2022 | $287,682 | +11.9% | 1,014 | 0.0% | 0.04% | -4.3% |
| Q3 2022 | $257,000 | -5.9% | 1,014 | 0.0% | 0.05% | -2.1% |
| Q2 2022 | $273,000 | -33.9% | 1,014 | -37.9% | 0.05% | -38.5% |
| Q1 2022 | $413,000 | -2.8% | 1,634 | +15.6% | 0.08% | +21.9% |
| Q4 2021 | $425,000 | -4.7% | 1,414 | -12.6% | 0.06% | -12.3% |
| Q3 2021 | $446,000 | -0.2% | 1,617 | -1.0% | 0.07% | -2.7% |
| Q2 2021 | $447,000 | +8.8% | 1,634 | 0.0% | 0.08% | -2.6% |
| Q1 2021 | $411,000 | -13.7% | 1,634 | -15.5% | 0.08% | -23.0% |
| Q4 2020 | $476,000 | – | 1,934 | – | 0.10% | – |
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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% |