ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 355 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $337,588 | -3.6% | 1,250 | 0.0% | 0.04% | -20.5% |
| Q2 2023 | $350,316 | +2.6% | 1,250 | 0.0% | 0.04% | -22.8% |
| Q1 2023 | $341,325 | -3.8% | 1,250 | 0.0% | 0.06% | -12.3% |
| Q4 2022 | $354,638 | +12.2% | 1,250 | 0.0% | 0.06% | -15.6% |
| Q3 2022 | $316,000 | -12.9% | 1,250 | -7.4% | 0.08% | -3.8% |
| Q2 2022 | $363,000 | -6.9% | 1,350 | 0.0% | 0.08% | 0.0% |
| Q1 2022 | $390,000 | -3.7% | 1,350 | 0.0% | 0.08% | -7.0% |
| Q4 2021 | $405,000 | +33.2% | 1,350 | +22.7% | 0.09% | +11.7% |
| Q3 2021 | $304,000 | +1.3% | 1,100 | 0.0% | 0.08% | -6.1% |
| Q2 2021 | $300,000 | +7.9% | 1,100 | 0.0% | 0.08% | -33.9% |
| Q1 2021 | $278,000 | +2.6% | 1,100 | 0.0% | 0.12% | -6.1% |
| Q4 2020 | $271,000 | +8.4% | 1,100 | 0.0% | 0.13% | -5.0% |
| Q3 2020 | $250,000 | +5.5% | 1,100 | 0.0% | 0.14% | +10.3% |
| Q2 2020 | $237,000 | -2.9% | 1,100 | -15.4% | 0.13% | -22.7% |
| Q1 2020 | $244,000 | -12.9% | 1,300 | 0.0% | 0.16% | -4.7% |
| Q4 2019 | $280,000 | – | 1,300 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 35,618 | $10,105 | 7.55% |
| Kalos Management, Inc. | 7,342 | $2,082,999 | 4.69% |
| First Citizens Financial Corp | 17,987 | $5,103 | 4.41% |
| Williams Financial, LLC | 15,683 | $4,449,424 | 3.86% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 20,558 | $5,832,597 | 3.48% |
| Alpha Wave Global, LP | 55,777 | $15,824,493 | 2.89% |
| MRA Advisory Group | 12,341 | $3,501,203 | 2.75% |
| ETFIDEA, LLC | 19,872 | $5,637,966 | 2.61% |
| HC Advisors, LLC | 12,558 | $3,562,830 | 2.43% |
| Oakworth Capital, Inc. | 81,701 | $23,179,122 | 2.22% |