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 | $542,030 | -3.6% | 2,007 | 0.0% | 0.19% | -4.5% |
| Q2 2023 | $562,467 | +5.5% | 2,007 | +2.8% | 0.20% | +1.5% |
| Q1 2023 | $533,013 | -4.5% | 1,952 | -0.8% | 0.20% | -9.2% |
| Q4 2022 | $558,058 | -99.9% | 1,967 | 0.0% | 0.22% | +3.3% |
| Q3 2022 | $497,651,000 | -5.9% | 1,967 | 0.0% | 0.21% | -1.9% |
| Q2 2022 | $528,966,000 | -8.6% | 1,967 | 0.0% | 0.21% | +4.4% |
| Q1 2022 | $578,613,000 | -2.1% | 1,967 | 0.0% | 0.20% | +2.0% |
| Q4 2021 | $590,828,000 | +8.9% | 1,967 | 0.0% | 0.20% | -1.0% |
| Q3 2021 | $542,735,000 | +15.6% | 1,967 | +5.8% | 0.20% | +4.6% |
| Q1 2021 | $469,538,000 | +8.2% | 1,860 | +5.4% | 0.19% | -5.8% |
| Q4 2020 | $434,031,000 | +8.2% | 1,765 | 0.0% | 0.21% | -1.0% |
| Q3 2020 | $401,008,000 | +5.4% | 1,765 | 0.0% | 0.21% | -3.3% |
| Q2 2020 | $380,605,000 | +127192.6% | 1,765 | +11.0% | 0.22% | +7.0% |
| Q1 2020 | $299,000 | +27.2% | 1,590 | +45.9% | 0.20% | +62.1% |
| Q4 2019 | $235,000 | +14.1% | 1,090 | 0.0% | 0.12% | -0.8% |
| Q3 2019 | $206,000 | -3.3% | 1,090 | 0.0% | 0.12% | -8.1% |
| Q2 2019 | $213,000 | -1.4% | 1,090 | -2.2% | 0.14% | -6.8% |
| Q1 2019 | $216,000 | +118.2% | 1,114 | +102.5% | 0.15% | +67.8% |
| Q4 2018 | $99,000 | – | 550 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 34,434 | $8,712,000 | 6.88% |
| Kalos Management, Inc. | 7,330 | $1,924,000 | 4.75% |
| First Citizens Financial Corp | 18,196 | $4,604,000 | 4.53% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 21,003 | $5,314,000 | 3.34% |
| Goodwin Investment Advisory | 15,618 | $3,951,000 | 2.99% |
| ETFIDEA, LLC | 19,832 | $5,017,568 | 2.59% |
| Oakworth Capital, Inc. | 82,156 | $20,785,000 | 2.30% |
| HC Advisors, LLC | 12,493 | $3,161,000 | 2.18% |
| Wealth Enhancement & Preservation of GA, LLC | 5,107 | $1,292,000 | 2.07% |
| HWG Holdings LP | 9,381 | $2,373,000 | 1.70% |